IRF
PPLI

IBM Retirement Fund’s People Inc PPLI Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-2,635
Closed -$282K – 627
2021
Q3 		$282K Hold
2,635
– – 0.02% 592
2021
Q2 		$333K Sell
2,635
-2,059
-44% -$267K 0.03% 549
2021
Q1 		$554K Sell
4,694
-383
-8% -$47.6K 0.04% 412
2020
Q4 		$525K Buy
5,077
+612
+14% +$46.9K 0.04% 435
2020
Q3 		$292K Sell
4,465
-5,344
-54% -$367K 0.03% 525
2020
Q2 		$567K Sell
9,809
-61
-0.6% -$2.71K 0.07% 243
2020
Q1 		$316K Buy
9,870
+3,805
+63% +$151K 0.06% 318
2019
Q4 		$270K Sell
6,065
-308
-5% -$12.4K 0.05% 342
2019
Q3 		$248K Sell
6,373
-84
-1% -$3.59K 0.05% 349
2019
Q2 		$251K Buy
6,457
+196
+3% +$7.82K 0.05% 352
2019
Q1 		$235K Hold
6,261
– – 0.05% 357
2018
Q4 		$205K Sell
6,261
-532
-8% -$17.9K 0.05% 355
2018
Q3 		$263K Sell
6,793
-1,091
-14% -$35.4K 0.06% 349
2018
Q2 		$215K Sell
7,884
-722
-8% -$19.8K 0.04% 451
2018
Q1 		$241K Buy
+8,606
New +$227K 0.04% 449
2017
Q1 		– Sell
-31,508
Closed -$365K – 529
2016
Q4 		$365K Sell
31,508
-5,701
-15% -$66.8K 0.02% 708
2016
Q3 		$415K Sell
37,209
-2,558
-6% -$27K 0.02% 709
2016
Q2 		$400K Sell
39,767
-1,449
-4% -$13.4K 0.01% 749
2016
Q1 		$347K Sell
41,216
-53,475
-56% -$460K 0.01% 779
2015
Q4 		$1.02M Buy
94,691
+6,832
+8% +$79.1K 0.02% 732
2015
Q3 		$1.02M Sell
87,859
-7,587
-8% -$101K 0.02% 640
2015
Q2 		$1.36M Sell
95,446
-2,921
-3% -$38.7K 0.03% 632
2015
Q1 		$1.19M Hold
98,367
– – 0.02% 678
2014
Q4 		$1.07M Buy
98,367
+8,902
+10% +$101K 0.02% 712
2014
Q3 		$1.05M Sell
89,465
-11,784
-12% -$142K 0.02% 673
2014
Q2 		$1.26M Sell
101,249
-1,214
-1% -$14.5K 0.02% 671
2014
Q1 		$1.32M Sell
102,463
-60,235
-37% -$774K 0.03% 626
2013
Q4 		$2M Sell
162,698
-6,781
-4% -$69.9K 0.03% 629
2013
Q3 		$1.66M Sell
169,479
-25,387
-13% -$232K 0.02% 710
2013
Q2 		$1.66M Buy
+194,866
New +$1.66M 0.02% 747

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

IBM Retirement Fund's PPLI Position: Q4 2021 in Review

IBM Retirement Fund sold out of People Inc (PPLI) in Q4 2021, closing a stake of 2,635 shares — an estimated $282K sold.

IBM Retirement Fund first reported a position in PPLI in Q2 2013 and held it in 30 quarters. The position peaked at $2M in Q4 2013. 471 funds tracked by Wall St. Rank hold PPLI as of Q4 2021.

  • IBM Retirement Fund reported no remaining People Inc position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 2,635 People Inc shares in Q4 2021, an estimated $282K.
  • IBM Retirement Fund first reported a position in People Inc in Q2 2013 and held it in 30 quarters.
  • IBM Retirement Fund's People Inc position peaked at $2M in Q4 2013.
  • 471 funds tracked by Wall St. Rank held People Inc as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.