HIM
PPLI

Herald Investment Management’s People Inc PPLI Stock Holding History

Herald Investment 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
2020
Q4 		– Sell
-7,512
Closed -$491K – 95
2020
Q3 		$491K Sell
7,512
-15,429
-67% -$1.06M 0.11% 93
2020
Q2 		$1.32M Hold
22,941
– – 0.31% 70
2020
Q1 		$734K Buy
+22,941
New +$909K 0.22% 77

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Herald Investment Management's PPLI Position: Q4 2020 in Review

Herald Investment Management sold out of People Inc (PPLI) in Q4 2020, closing a stake of 7,512 shares — an estimated $491K sold.

Herald Investment Management first reported a position in PPLI in Q1 2020 and held it in 3 quarters. The position peaked at $1.32M in Q2 2020. 505 funds tracked by Wall St. Rank hold PPLI as of Q4 2020.

  • Herald Investment Management reported no remaining People Inc position as of Q4 2020 after selling out during the quarter.
  • Herald Investment Management sold 7,512 People Inc shares in Q4 2020, an estimated $491K.
  • Herald Investment Management first reported a position in People Inc in Q1 2020 and held it in 3 quarters.
  • Herald Investment Management's People Inc position peaked at $1.32M in Q2 2020.
  • 505 funds tracked by Wall St. Rank held People Inc as of Q4 2020.

Based on Herald Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.