Estate Counselors’s People Inc PPLI Stock Holding History

Estate Counselors’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 Q2	–	Sell	-15,325	Closed	-$1.26M	–	183
2022 Q1	$1.26M	Hold	15,325	–	–	0.16%	71
2021 Q4	$1.64M	Buy	15,325 +343	+2%	+$38.7K	0.2%	57
2021 Q3	$1.6M	Buy	14,982 +9,070	+153%	+$1,000K	0.2%	62
2021 Q2	$747K	Sell	5,912 -2,791	-32%	-$362K	0.1%	112
2021 Q1	$1.03M	Buy	+8,703	New	+$1.08M	0.15%	92

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Estate Counselors's PPLI Position: Q2 2022 in Review

Estate Counselors sold out of People Inc (PPLI) in Q2 2022, closing a stake of 15,325 shares — an estimated $1.26M sold.

Estate Counselors first reported a position in PPLI in Q1 2021 and held it in 5 quarters. The position peaked at $1.64M in Q4 2021. 404 funds tracked by Wall St. Rank hold PPLI as of Q2 2022.

Estate Counselors reported no remaining People Inc position as of Q2 2022 after selling out during the quarter.
Estate Counselors sold 15,325 People Inc shares in Q2 2022, an estimated $1.26M.
Estate Counselors first reported a position in People Inc in Q1 2021 and held it in 5 quarters.
Estate Counselors's People Inc position peaked at $1.64M in Q4 2021.
404 funds tracked by Wall St. Rank held People Inc as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.