JGC
PPLI

J. Goldman & Co’s People Inc PPLI Stock Holding History

J. Goldman & 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
2023
Q3 		– Sell
-2,682
Closed -$138K – 412
2023
Q2 		$138K Buy
+2,682
New +$123K 0.01% 338
2015
Q4 		– Sell
-1,410,043
Closed -$16.4M – 261
2015
Q3 		$16.4M Buy
+1,410,043
New +$18.7M 1.41% 9
2015
Q1 		– Sell
-559,541
Closed -$6.08M – 283
2014
Q4 		$6.08M Sell
559,541
-615,495
-52% -$6.97M 0.72% 42
2014
Q3 		$13.8M Buy
+1,175,036
New +$14.2M 0.84% 17

Other funds holding PPLI

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
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
UBS AM Chicago, Illinois $481B AUM 26.39% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

J. Goldman & Co's PPLI Position: Q4 2023 in Review

J. Goldman & Co sold out of People Inc (PPLI) in Q4 2023, closing a stake of 70,641 shares — an estimated $2.92M sold.

J. Goldman & Co first reported a position in PPLI in Q3 2014 and held it in 11 quarters. The position peaked at $19.7M in Q2 2020. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • J. Goldman & Co reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
  • J. Goldman & Co sold 70,641 People Inc shares in Q4 2023, an estimated $2.92M.
  • J. Goldman & Co first reported a position in People Inc in Q3 2014 and held it in 11 quarters.
  • J. Goldman & Co's People Inc position peaked at $19.7M in Q2 2020.
  • 353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on J. Goldman & Co's 13F filing for Q4 2023, filed 14 Feb 2024.