FMI
PPLI

F/M Investments’s People Inc PPLI Stock Holding History

F/M Investments’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
2024
Q1 		– Sell
-51,016
Closed -$2.19M – 90
2023
Q4 		$2.19M Hold
51,016
– – 1.24% 25
2023
Q3 		$2.11M Buy
51,016
+3,413
+7% +$166K 1.57% 19
2023
Q2 		$2.45M Buy
+47,603
New +$2.18M 1.81% 15

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

F/M Investments's PPLI Position: Q1 2024 in Review

F/M Investments sold out of People Inc (PPLI) in Q1 2024, closing a stake of 51,016 shares — an estimated $2.19M sold.

F/M Investments first reported a position in PPLI in Q2 2023 and held it in 3 quarters. The position peaked at $2.45M in Q2 2023. 365 funds tracked by Wall St. Rank hold PPLI as of Q1 2024.

  • F/M Investments reported no remaining People Inc position as of Q1 2024 after selling out during the quarter.
  • F/M Investments sold 51,016 People Inc shares in Q1 2024, an estimated $2.19M.
  • F/M Investments first reported a position in People Inc in Q2 2023 and held it in 3 quarters.
  • F/M Investments's People Inc position peaked at $2.45M in Q2 2023.
  • 365 funds tracked by Wall St. Rank held People Inc as of Q1 2024.

Based on F/M Investments's 13F filing for Q1 2024, filed 23 Apr 2024.