Janney Montgomery Scott
PPLI

Janney Montgomery Scott’s People Inc PPLI Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-11,147
Closed -$461K – 2694
2023
Q3 		$461K Sell
11,147
-12,889
-54% -$625K ﹤0.01% 1816
2023
Q2 		$1.24M Sell
24,036
-10,276
-30% -$471K ﹤0.01% 1293
2023
Q1 		$1.45M Buy
34,312
+21,393
+166% +$916K 0.01% 1124
2022
Q4 		$471K Buy
12,919
+1,254
+11% +$49.6K ﹤0.01% 1811
2022
Q3 		$530K Sell
11,665
-7,576
-39% -$426K ﹤0.01% 1668
2022
Q2 		$1.22M Buy
+19,241
New +$1.36M 0.01% 1145
2022
Q1 		– Sell
-13,756
Closed -$1.48M – 2324
2021
Q4 		$1.48M Buy
13,756
+1,124
+9% +$127K 0.01% 1127
2021
Q3 		$1.35M Sell
12,632
-533
-4% -$58.7K 0.01% 1139
2021
Q2 		$1.67M Sell
13,165
-5,605
-30% -$726K 0.01% 1024
2021
Q1 		$2.22M Buy
18,770
+2,134
+13% +$265K 0.01% 841
2020
Q4 		$1.72M Buy
16,636
+3,008
+22% +$231K 0.01% 930
2020
Q3 		$891K Buy
13,628
+7,389
+118% +$507K 0.01% 1138
2020
Q2 		$361K Sell
6,239
-10,726
-63% -$477K ﹤0.01% 1522
2020
Q1 		$544K Buy
+16,965
New +$672K ﹤0.01% 1178
2019
Q4 		– Sell
-17,312
Closed -$674K – 2104
2019
Q3 		$674K Sell
17,312
-79
-0.5% -$3.37K ﹤0.01% 1214
2019
Q2 		$676K Buy
+17,391
New +$694K 0.01% 1249
2019
Q1 		– Sell
-9,960
Closed -$326K – 2034
2018
Q4 		$326K Buy
9,960
+73
+0.7% +$2.45K ﹤0.01% 1512
2018
Q3 		$383K Buy
9,887
+33
+0.3% +$1.07K ﹤0.01% 1575
2018
Q2 		$269K Buy
+9,854
New +$270K ﹤0.01% 1703
2015
Q4 		– Sell
-25,459
Closed -$297K – 1406
2015
Q3 		$297K Sell
25,459
-2,345
-8% -$31.1K 0.01% 1064
2015
Q2 		$396K Sell
27,804
-867
-3% -$11.5K 0.01% 1322
2015
Q1 		$346K Buy
+28,671
New +$332K 0.01% 1649
2014
Q2 		– Sell
-25,694
Closed -$328K – 2230
2014
Q1 		$328K Sell
25,694
-14,822
-37% -$191K 0.01% 1401
2013
Q4 		$497K Sell
40,516
-840
-2% -$8.66K 0.01% 1087
2013
Q3 		$404K Buy
+41,356
New +$378K 0.01% 1134

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

Janney Montgomery Scott's PPLI Position: Q4 2023 in Review

Janney Montgomery Scott sold out of People Inc (PPLI) in Q4 2023, closing a stake of 11,147 shares — an estimated $461K sold.

Janney Montgomery Scott first reported a position in PPLI in Q3 2013 and held it in 25 quarters. The position peaked at $2.22M in Q1 2021. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • Janney Montgomery Scott reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,147 People Inc shares in Q4 2023, an estimated $461K.
  • Janney Montgomery Scott first reported a position in People Inc in Q3 2013 and held it in 25 quarters.
  • Janney Montgomery Scott's People Inc position peaked at $2.22M in Q1 2021.
  • 353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.