HM Payson & Co’s People Inc PPLI Stock Holding History

HM Payson & Co’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	-12	Closed	-$539	–	1082
2024 Q3	$539	Buy	+12	New	+$500	﹤0.01%	1066
2021 Q4	–	Sell	-6	Closed	-$1K	–	1118
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	1045
2021 Q2	$1K	Buy	+6	New	+$777	﹤0.01%	1051

Other funds holding PPLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

HM Payson & Co's PPLI Position: Q4 2024 in Review

HM Payson & Co sold out of People Inc (PPLI) in Q4 2024, closing a stake of 12 shares — an estimated $539 sold.

HM Payson & Co first reported a position in PPLI in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

HM Payson & Co reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
HM Payson & Co sold 12 People Inc shares in Q4 2024, an estimated $539.
HM Payson & Co first reported a position in People Inc in Q2 2021 and held it in 3 quarters.
HM Payson & Co's People Inc position peaked at $1K in Q3 2021.
356 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.