FFA
PPLI

Freedman Financial Associates’s People Inc PPLI Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-228
Closed -$20K – 180
2022
Q1 		$20K Hold
228
– – 0.01% 295
2021
Q4 		$24K Hold
228
– – 0.02% 273
2021
Q3 		$24K Hold
228
– – 0.02% 269
2021
Q2 		$29K Sell
228
-115
-34% -$14.9K 0.02% 254
2021
Q1 		$40K Hold
343
– – 0.03% 222
2020
Q4 		$35K Buy
+343
New +$26.3K 0.03% 230

Other funds holding PPLI

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Freedman Financial Associates's PPLI Position: Q2 2022 in Review

Freedman Financial Associates sold out of People Inc (PPLI) in Q2 2022, closing a stake of 228 shares — an estimated $20K sold.

Freedman Financial Associates first reported a position in PPLI in Q4 2020 and held it in 6 quarters. The position peaked at $40K in Q1 2021. 404 funds tracked by Wall St. Rank hold PPLI as of Q2 2022.

  • Freedman Financial Associates reported no remaining People Inc position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 228 People Inc shares in Q2 2022, an estimated $20K.
  • Freedman Financial Associates first reported a position in People Inc in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's People Inc position peaked at $40K in Q1 2021.
  • 404 funds tracked by Wall St. Rank held People Inc as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.