GD
PPLI

Grandfield & Dodd’s People Inc PPLI Stock Holding History

Grandfield & Dodd’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
Q4 		– Sell
-11,630
Closed -$513K – 205
2024
Q3 		$513K Sell
11,630
-10,913
-48% -$455K 0.03% 140
2024
Q2 		$866K Sell
22,543
-17,096
-43% -$706K 0.05% 115
2024
Q1 		$1.73M Sell
39,639
-40,954
-51% -$1.77M 0.11% 88
2023
Q4 		$3.46M Sell
80,593
-36,781
-31% -$1.44M 0.24% 61
2023
Q3 		$4.85M Sell
117,374
-622
-0.5% -$30.2K 0.36% 56
2023
Q2 		$6.08M Sell
117,996
-1,609
-1% -$73.7K 0.42% 55
2023
Q1 		$5.06M Buy
119,605
+7,596
+7% +$325K 0.35% 58
2022
Q4 		$4.08M Buy
112,009
+23,198
+26% +$918K 0.3% 63
2022
Q3 		$4.03M Buy
88,811
+16,870
+23% +$950K 0.33% 60
2022
Q2 		$4.48M Buy
71,941
+20,210
+39% +$1.43M 0.35% 58
2022
Q1 		$4.26M Buy
51,731
+37,514
+264% +$3.64M 0.29% 64
2021
Q4 		$1.52M Buy
+14,217
New +$1.6M 0.1% 89

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Grandfield & Dodd's PPLI Position: Q4 2024 in Review

Grandfield & Dodd sold out of People Inc (PPLI) in Q4 2024, closing a stake of 11,630 shares — an estimated $513K sold.

Grandfield & Dodd first reported a position in PPLI in Q4 2021 and held it in 12 quarters. The position peaked at $6.08M in Q2 2023. 357 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

  • Grandfield & Dodd reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
  • Grandfield & Dodd sold 11,630 People Inc shares in Q4 2024, an estimated $513K.
  • Grandfield & Dodd first reported a position in People Inc in Q4 2021 and held it in 12 quarters.
  • Grandfield & Dodd's People Inc position peaked at $6.08M in Q2 2023.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Grandfield & Dodd's 13F filing for Q4 2024, filed 6 Feb 2025.