HIA
PPLI

Harbor Investment Advisory’s People Inc PPLI Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-32
Closed -$1.39K – 1368
2024
Q1 		$1.39K Buy
+32
New +$1.38K ﹤0.01% 1181
2023
Q3 		– Sell
-2,348
Closed -$121K – 1255
2023
Q2 		$121K Hold
2,348
– – 0.02% 450
2023
Q1 		$99.4K Buy
+2,348
New +$101K 0.01% 495

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Harbor Investment Advisory's PPLI Position: Q2 2024 in Review

Harbor Investment Advisory sold out of People Inc (PPLI) in Q2 2024, closing a stake of 32 shares — an estimated $1.39K sold.

Harbor Investment Advisory first reported a position in PPLI in Q1 2023 and held it in 3 quarters. The position peaked at $121K in Q2 2023. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

  • Harbor Investment Advisory reported no remaining People Inc position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 32 People Inc shares in Q2 2024, an estimated $1.39K.
  • Harbor Investment Advisory first reported a position in People Inc in Q1 2023 and held it in 3 quarters.
  • Harbor Investment Advisory's People Inc position peaked at $121K in Q2 2023.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.