FIM
PPLI

Fernwood Investment Management’s People Inc PPLI Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-335
Closed -$14.7K – 408
2024
Q1 		$14.7K Buy
+335
New +$14.5K ﹤0.01% 496

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fernwood Investment Management's PPLI Position: Q2 2024 in Review

Fernwood Investment Management sold out of People Inc (PPLI) in Q2 2024, closing a stake of 335 shares — an estimated $14.7K sold.

Fernwood Investment Management first reported a position in PPLI in Q1 2024 and held it in 1 quarter. The position peaked at $14.7K in Q1 2024. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

  • Fernwood Investment Management reported no remaining People Inc position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 335 People Inc shares in Q2 2024, an estimated $14.7K.
  • Fernwood Investment Management first reported a position in People Inc in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's People Inc position peaked at $14.7K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.