JCM
PPLI

Jacobi Capital Management’s People Inc PPLI Stock Holding History

Jacobi Capital 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
2021
Q1 		– Sell
-550
Closed -$57K – 1399
2020
Q4 		$57K Buy
+550
New +$42.2K 0.01% 508
2017
Q3 		– Sell
-112
Closed -$2K – 919
2017
Q2 		$2K Hold
112
– – ﹤0.01% 756
2017
Q1 		$1K Hold
112
– – ﹤0.01% 672
2016
Q4 		$1K Hold
112
– – ﹤0.01% 588
2016
Q3 		$1K Hold
112
– – ﹤0.01% 691
2016
Q2 		$1K Buy
+112
New +$1.04K ﹤0.01% 685

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jacobi Capital Management's PPLI Position: Q1 2021 in Review

Jacobi Capital Management sold out of People Inc (PPLI) in Q1 2021, closing a stake of 550 shares — an estimated $57K sold.

Jacobi Capital Management first reported a position in PPLI in Q2 2016 and held it in 6 quarters. The position peaked at $57K in Q4 2020. 533 funds tracked by Wall St. Rank hold PPLI as of Q1 2021.

  • Jacobi Capital Management reported no remaining People Inc position as of Q1 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 550 People Inc shares in Q1 2021, an estimated $57K.
  • Jacobi Capital Management first reported a position in People Inc in Q2 2016 and held it in 6 quarters.
  • Jacobi Capital Management's People Inc position peaked at $57K in Q4 2020.
  • 533 funds tracked by Wall St. Rank held People Inc as of Q1 2021.

Based on Jacobi Capital Management's 13F filing for Q1 2021, filed 11 May 2021.