Hyperion Capital Advisors’s People Inc PPLI Stock Holding History

Hyperion Capital Advisors’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
2023 Q3	–	Sell	-4,381	Closed	-$226K	–	64
2023 Q2	$226K	Buy	+4,381	New	+$201K	0.12%	56
2022 Q3	–	Sell	-4,381	Closed	-$273K	–	58
2022 Q2	$273K	Hold	4,381	–	–	0.13%	48
2022 Q1	$360K	Hold	4,381	–	–	0.14%	44
2021 Q4	$470K	Hold	4,381	–	–	0.11%	40
2021 Q3	$468K	Hold	4,381	–	–	0.12%	37
2021 Q2	$554K	Sell	4,381 -2,204	-33%	-$285K	0.16%	33
2021 Q1	$777K	Hold	6,585	–	–	0.25%	25
2020 Q4	$681K	Hold	6,585	–	–	0.27%	29
2020 Q3	$430K	Sell	6,585 -13,525	-67%	-$928K	0.21%	30
2020 Q2	$1.14M	Hold	20,110	–	–	0.67%	19
2020 Q1	$644K	Hold	20,110	–	–	0.46%	21
2019 Q4	$895K	Buy	+20,110	New	+$811K	0.48%	19

Other funds holding PPLI

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

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

FCM

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Hyperion Capital Advisors's PPLI Position: Q3 2023 in Review

Hyperion Capital Advisors sold out of People Inc (PPLI) in Q3 2023, closing a stake of 4,381 shares — an estimated $226K sold.

Hyperion Capital Advisors first reported a position in PPLI in Q4 2019 and held it in 12 quarters. The position peaked at $1.14M in Q2 2020. 357 funds tracked by Wall St. Rank hold PPLI as of Q3 2023.

Hyperion Capital Advisors reported no remaining People Inc position as of Q3 2023 after selling out during the quarter.
Hyperion Capital Advisors sold 4,381 People Inc shares in Q3 2023, an estimated $226K.
Hyperion Capital Advisors first reported a position in People Inc in Q4 2019 and held it in 12 quarters.
Hyperion Capital Advisors's People Inc position peaked at $1.14M in Q2 2020.
357 funds tracked by Wall St. Rank held People Inc as of Q3 2023.

Based on Hyperion Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.