First National Bank of Omaha’s People Inc PPLI Stock Holding History

First National Bank of Omaha’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
2021 Q3	–	Sell	-1,151	Closed	-$204K	–	376
2021 Q2	$204K	Sell	1,151 -579	-33%	-$75K	0.01%	358
2021 Q1	$204K	Buy	+1,730	New	+$215K	0.01%	358
2018 Q4	–	Sell	-311,217	Closed	-$3.38M	–	340
2018 Q3	$3.38M	Hold	311,217	–	–	0.19%	154
2018 Q2	$3.38M	Hold	311,217	–	–	0.2%	157
2018 Q1	$3.38M	Hold	311,217	–	–	0.2%	154
2017 Q4	$3.38M	Hold	311,217	–	–	0.2%	155
2017 Q3	$3.38M	Hold	311,217	–	–	0.21%	148
2017 Q2	$3.38M	Hold	311,217	–	–	0.21%	147
2017 Q1	$3.38M	Hold	311,217	–	–	0.2%	149
2016 Q4	$3.38M	Buy	+311,217	New	+$3.64M	0.21%	146
2016 Q1	–	Sell	-32,045	Closed	-$344	–	340
2015 Q4	$344	Sell	32,045 -5,579	-15%	-$64.6K	0.02%	297
2015 Q3	$439	Sell	37,624 -1,734	-4%	-$23K	0.03%	276
2015 Q2	$491	Hold	39,358	–	–	0.03%	285
2015 Q1	$491	Sell	39,358 -19,411	-33%	-$225K	0.03%	285
2014 Q4	$638K	Sell	58,769 -18,968	-24%	-$215K	0.04%	264
2014 Q3	$915K	Sell	77,737 -26,813	-26%	-$324K	0.07%	216
2014 Q2	$1.29M	Sell	104,550 -226,670	-68%	-$2.71M	0.09%	192
2014 Q1	$4.23M	Buy	331,220 +6,345	+2%	+$81.6K	0.31%	116
2013 Q4	$3.99M	Buy	324,875 +12,164	+4%	+$125K	0.31%	118
2013 Q3	$3.06M	Buy	312,711 +15,936	+5%	+$146K	0.27%	126
2013 Q2	$2.52K	Buy	+296,775	New	+$2.53M	0.21%	137

Other funds holding PPLI

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First National Bank of Omaha's PPLI Position: Q3 2021 in Review

First National Bank of Omaha sold out of People Inc (PPLI) in Q3 2021, closing a stake of 1,151 shares — an estimated $204K sold.

First National Bank of Omaha first reported a position in PPLI in Q2 2013 and held it in 21 quarters. The position peaked at $4.23M in Q1 2014. 466 funds tracked by Wall St. Rank hold PPLI as of Q3 2021.

First National Bank of Omaha reported no remaining People Inc position as of Q3 2021 after selling out during the quarter.
First National Bank of Omaha sold 1,151 People Inc shares in Q3 2021, an estimated $204K.
First National Bank of Omaha first reported a position in People Inc in Q2 2013 and held it in 21 quarters.
First National Bank of Omaha's People Inc position peaked at $4.23M in Q1 2014.
466 funds tracked by Wall St. Rank held People Inc as of Q3 2021.

Based on First National Bank of Omaha's 13F filing for Q3 2021, filed 12 Nov 2021.