ET
PPLI

Equitable Trust’s People Inc PPLI Stock Holding History

Equitable Trust’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,346
Closed -$271K – 392
2022
Q2 		$271K Sell
4,346
-392
-8% -$27.6K 0.02% 335
2022
Q1 		$390K Sell
4,738
-44,026
-90% -$4.28M 0.03% 285
2021
Q4 		$5.23M Sell
48,764
-10,075
-17% -$1.14M 0.32% 82
2021
Q3 		$6.29M Buy
58,839
+13,938
+31% +$1.54M 0.4% 63
2021
Q2 		$5.68M Sell
44,901
-23,067
-34% -$2.99M 0.36% 72
2021
Q1 		$8.03M Sell
67,968
-3,281
-5% -$407K 0.6% 46
2020
Q4 		$7.36M Buy
71,249
+13,573
+24% +$1.04M 0.55% 52
2020
Q3 		$3.77M Buy
+57,676
New +$3.96M 0.32% 80

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Equitable Trust's PPLI Position: Q3 2022 in Review

Equitable Trust sold out of People Inc (PPLI) in Q3 2022, closing a stake of 4,346 shares — an estimated $271K sold.

Equitable Trust first reported a position in PPLI in Q3 2020 and held it in 8 quarters. The position peaked at $8.03M in Q1 2021. 394 funds tracked by Wall St. Rank hold PPLI as of Q3 2022.

  • Equitable Trust reported no remaining People Inc position as of Q3 2022 after selling out during the quarter.
  • Equitable Trust sold 4,346 People Inc shares in Q3 2022, an estimated $271K.
  • Equitable Trust first reported a position in People Inc in Q3 2020 and held it in 8 quarters.
  • Equitable Trust's People Inc position peaked at $8.03M in Q1 2021.
  • 394 funds tracked by Wall St. Rank held People Inc as of Q3 2022.

Based on Equitable Trust's 13F filing for Q3 2022, filed 31 Oct 2022.