IFAM
PPLI

Institutional & Family Asset Management’s People Inc PPLI Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$3.09K Hold
80
– – ﹤0.01% 549
2024
Q1 		$3.52K Hold
80
– – ﹤0.01% 531
2023
Q4 		$3.46K Sell
80
-2
-2% -$78 ﹤0.01% 523
2023
Q3 		$3.38K Hold
82
– – ﹤0.01% 514
2023
Q2 		$4.21K Buy
82
+38
+86% +$1.74K ﹤0.01% 500
2023
Q1 		$1.86K Hold
44
– – ﹤0.01% 573
2022
Q4 		$1.6K Hold
44
– – ﹤0.01% 567
2022
Q3 		$2K Hold
44
– – ﹤0.01% 588
2022
Q2 		$3K Hold
44
– – ﹤0.01% 554
2022
Q1 		$4K Hold
44
– – ﹤0.01% 580
2021
Q4 		$5K Hold
44
– – ﹤0.01% 560
2021
Q3 		$5K Hold
44
– – ﹤0.01% 658
2021
Q2 		$6K Sell
44
-22
-33% -$2.85K ﹤0.01% 676
2021
Q1 		$8K Buy
66
+7
+12% +$869 ﹤0.01% 604
2020
Q4 		$6K Sell
59
-11
-16% -$843 ﹤0.01% 614
2020
Q3 		$5K Buy
+70
New +$4.8K ﹤0.01% 589

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

Institutional & Family Asset Management's PPLI Position: Q2 2024 in Review

Institutional & Family Asset Management held its People Inc (PPLI) position steady in Q2 2024 at 80 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Institutional & Family Asset Management first reported a position in PPLI in Q3 2020 and has held it in 16 quarters since. The position peaked at $8K in Q1 2021. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

  • Institutional & Family Asset Management held 80 shares of People Inc worth $3.09K as of Q2 2024.
  • Institutional & Family Asset Management left its People Inc share count unchanged in Q2 2024.
  • People Inc made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #549 holding.
  • Institutional & Family Asset Management first reported a position in People Inc in Q3 2020 and has held it in 16 quarters since.
  • Institutional & Family Asset Management's People Inc position peaked at $8K in Q1 2021.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.