ECM
PPLI

Evergreen Capital Management’s People Inc PPLI Stock Holding History

Evergreen Capital Management’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
2025
Q4 		– Sell
-6,272
Closed -$214K – 1465
2025
Q3 		$214K Buy
+6,272
New +$234K 0.01% 1197
2025
Q2 		– Sell
-6,681
Closed -$252K – 1189
2025
Q1 		$252K Buy
+6,681
New +$244K 0.01% 856
2024
Q3 		– Sell
-5,423
Closed -$208K – 1032
2024
Q2 		$208K Buy
+5,423
New +$224K 0.01% 850

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Evergreen Capital Management's PPLI Position: Q4 2025 in Review

Evergreen Capital Management sold out of People Inc (PPLI) in Q4 2025, closing a stake of 6,272 shares — an estimated $214K sold.

Evergreen Capital Management first reported a position in PPLI in Q2 2024 and held it in 3 quarters. The position peaked at $252K in Q1 2025. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

  • Evergreen Capital Management reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 6,272 People Inc shares in Q4 2025, an estimated $214K.
  • Evergreen Capital Management first reported a position in People Inc in Q2 2024 and held it in 3 quarters.
  • Evergreen Capital Management's People Inc position peaked at $252K in Q1 2025.
  • 355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.