JGIA
PPLI

Jackson Grant Investment Advisers’s People Inc PPLI Stock Holding History

Jackson Grant Investment Advisers’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
Q1 		– Sell
-9
Closed -$367 – 397
2023
Q4 		$367 Hold
9
– – ﹤0.01% 393
2023
Q3 		$353 Hold
9
– – ﹤0.01% 395
2023
Q2 		$440 Hold
9
– – ﹤0.01% 415
2023
Q1 		$361 Buy
+9
New +$385 ﹤0.01% 462

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

Jackson Grant Investment Advisers's PPLI Position: Q1 2024 in Review

Jackson Grant Investment Advisers sold out of People Inc (PPLI) in Q1 2024, closing a stake of 9 shares — an estimated $367 sold.

Jackson Grant Investment Advisers first reported a position in PPLI in Q1 2023 and held it in 4 quarters. The position peaked at $440 in Q2 2023. 365 funds tracked by Wall St. Rank hold PPLI as of Q1 2024.

  • Jackson Grant Investment Advisers reported no remaining People Inc position as of Q1 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 9 People Inc shares in Q1 2024, an estimated $367.
  • Jackson Grant Investment Advisers first reported a position in People Inc in Q1 2023 and held it in 4 quarters.
  • Jackson Grant Investment Advisers's People Inc position peaked at $440 in Q2 2023.
  • 365 funds tracked by Wall St. Rank held People Inc as of Q1 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2024, filed 8 May 2024.