FCM
PPLI

Fortis Capital Management’s People Inc PPLI Stock Holding History

Fortis 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
2021
Q4 		– Sell
-12,190
Closed -$1.3M – 91
2021
Q3 		$1.3M Buy
+12,190
New +$1.34M 0.69% 61
2020
Q1 		– Sell
-44,763
Closed -$1.99M – 52
2019
Q4 		$1.99M Buy
+44,763
New +$1.8M 1.76% 22

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Fortis Capital Management's PPLI Position: Q4 2021 in Review

Fortis Capital Management sold out of People Inc (PPLI) in Q4 2021, closing a stake of 12,190 shares — an estimated $1.3M sold.

Fortis Capital Management first reported a position in PPLI in Q4 2019 and held it in 2 quarters. The position peaked at $1.99M in Q4 2019. 471 funds tracked by Wall St. Rank hold PPLI as of Q4 2021.

  • Fortis Capital Management reported no remaining People Inc position as of Q4 2021 after selling out during the quarter.
  • Fortis Capital Management sold 12,190 People Inc shares in Q4 2021, an estimated $1.3M.
  • Fortis Capital Management first reported a position in People Inc in Q4 2019 and held it in 2 quarters.
  • Fortis Capital Management's People Inc position peaked at $1.99M in Q4 2019.
  • 471 funds tracked by Wall St. Rank held People Inc as of Q4 2021.

Based on Fortis Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.