GI
PPLI

Gradient Investments’s People Inc PPLI Stock Holding History

Gradient 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
-16
Closed -$681 – 1512
2023
Q4 		$681 Hold
16
– – ﹤0.01% 1524
2023
Q3 		$655 Hold
16
– – ﹤0.01% 1495
2023
Q2 		$816 Buy
+16
New +$733 ﹤0.01% 1423
2022
Q4 		– Sell
-13
Closed -$1K – 1563
2022
Q3 		$1K Sell
13
-14
-52% -$788 ﹤0.01% 1241
2022
Q2 		$2K Buy
+27
New +$1.9K ﹤0.01% 1044
2020
Q1 		– Sell
-11
Closed – – 1150
2019
Q4 		$0 Hold
11
– – ﹤0.01% 1152
2019
Q3 		$0 Buy
+11
New +$470 ﹤0.01% 1160
2013
Q3 		– Sell
-252
Closed -$2K – 546
2013
Q2 		$2K Buy
+252
New +$2.15K ﹤0.01% 366

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

Gradient Investments's PPLI Position: Q1 2024 in Review

Gradient Investments sold out of People Inc (PPLI) in Q1 2024, closing a stake of 16 shares — an estimated $681 sold.

Gradient Investments first reported a position in PPLI in Q2 2013 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 365 funds tracked by Wall St. Rank hold PPLI as of Q1 2024.

  • Gradient Investments reported no remaining People Inc position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 16 People Inc shares in Q1 2024, an estimated $681.
  • Gradient Investments first reported a position in People Inc in Q2 2013 and held it in 8 quarters.
  • Gradient Investments's People Inc position peaked at $2K in Q2 2022.
  • 365 funds tracked by Wall St. Rank held People Inc as of Q1 2024.

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