IPAM
PPLI

Investment Partners Asset Management’s People Inc PPLI Stock Holding History

Investment Partners 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
2025
Q1 		– Sell
-11,885
Closed -$421K – 152
2024
Q4 		$421K Sell
11,885
-749
-6% -$30K 0.33% 93
2024
Q3 		$558K Buy
12,634
+226
+2% +$9.41K 0.46% 68
2024
Q2 		$477K Buy
12,408
+3,168
+34% +$131K 0.43% 73
2024
Q1 		$404K Buy
9,240
+920
+11% +$39.7K 0.37% 84
2023
Q4 		$357K Buy
+8,320
New +$326K 0.36% 86

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
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Investment Partners Asset Management's PPLI Position: Q1 2025 in Review

Investment Partners Asset Management sold out of People Inc (PPLI) in Q1 2025, closing a stake of 11,885 shares — an estimated $421K sold.

Investment Partners Asset Management first reported a position in PPLI in Q4 2023 and held it in 5 quarters. The position peaked at $558K in Q3 2024. 338 funds tracked by Wall St. Rank hold PPLI as of Q1 2025.

  • Investment Partners Asset Management reported no remaining People Inc position as of Q1 2025 after selling out during the quarter.
  • Investment Partners Asset Management sold 11,885 People Inc shares in Q1 2025, an estimated $421K.
  • Investment Partners Asset Management first reported a position in People Inc in Q4 2023 and held it in 5 quarters.
  • Investment Partners Asset Management's People Inc position peaked at $558K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held People Inc as of Q1 2025.

Based on Investment Partners Asset Management's 13F filing for Q1 2025, filed 15 Apr 2025.