Joel Isaacson & Co’s People Inc PPLI Stock Holding History

Joel Isaacson & 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
2026 Q1	$3.83M	Sell	95,691 -79,407	-45%	-$3.01M	0.13%	76
2025 Q4	$6.85M	Sell	175,098 -90,000	-34%	-$3.15M	0.23%	52
2025 Q3	$9.03M	Sell	265,098 -90,050	-25%	-$3.36M	0.33%	40
2025 Q2	$13.3M	Sell	355,148 -144,892	-29%	-$5.24M	0.54%	28
2025 Q1	$18.8M	Sell	500,040 -17,106	-3%	-$624K	0.85%	20
2024 Q4	$18.3M	Buy	517,146 +438,019	+554%	+$17.5M	0.83%	21
2024 Q3	$3.49M	Buy	79,127 +7,117	+10%	+$296K	0.17%	60
2024 Q2	$2.77M	Hold	72,010	–	–	0.15%	68
2024 Q1	$3.15M	Hold	72,010	–	–	0.17%	57
2023 Q4	$3.09M	Sell	72,010 -902	-1%	-$35.3K	0.19%	52
2023 Q3	$3.01M	Hold	72,912	–	–	0.21%	48
2023 Q2	$3.76M	Hold	72,912	–	–	0.25%	44
2023 Q1	$3.09M	Hold	72,912	–	–	0.22%	47
2022 Q4	$2.66M	Buy	72,912 +1,024	+1%	+$40.5K	0.2%	57
2022 Q3	$3.27M	Buy	71,888 +4,488	+7%	+$253K	0.28%	41
2022 Q2	$4.2M	Hold	67,400	–	–	0.35%	31
2022 Q1	$5.28M	Buy	67,400 +7,100	+12%	+$690K	0.39%	28
2021 Q4	$6.47M	Hold	60,300	–	–	0.44%	28
2021 Q3	$6.45M	Hold	60,300	–	–	0.49%	26
2021 Q2	$7.63M	Sell	60,300 -30,331	-33%	-$3.93M	0.59%	25
2021 Q1	$10.7M	Buy	90,631 +26,445	+41%	+$3.28M	0.94%	19
2020 Q4	$6.63M	Hold	64,186	–	–	0.65%	23
2020 Q3	$4.2M	Sell	64,186 -131,838	-67%	-$9.04M	0.55%	22
2020 Q2	$11.3M	Hold	196,024	–	–	1.61%	11
2020 Q1	$6.28M	Buy	196,024 +560	+0.3%	+$22.2K	1.09%	13
2019 Q4	$8.7M	Hold	195,464	–	–	1.14%	12
2019 Q3	$7.61M	Sell	195,464 -13,989	-7%	-$597K	1.08%	12
2019 Q2	$8.14M	Hold	209,453	–	–	1.19%	12
2019 Q1	$7.87M	Hold	209,453	–	–	1.15%	12
2018 Q4	$6.86M	Hold	209,453	–	–	1.09%	13
2018 Q3	$8.11M	Hold	209,453	–	–	1.28%	12
2018 Q2	$5.71M	Hold	209,453	–	–	0.96%	12
2018 Q1	$5.85M	Hold	209,453	–	–	1.02%	12
2017 Q4	$4.58M	Sell	209,453 -33,572	-14%	-$752K	0.79%	15
2017 Q3	$5.11M	Hold	243,025	–	–	0.93%	14
2017 Q2	$4.48M	Hold	243,025	–	–	0.85%	15
2017 Q1	$3.2M	Hold	243,025	–	–	0.63%	20
2016 Q4	$2.81M	Hold	243,025	–	–	0.57%	20
2016 Q3	$2.71M	Hold	243,025	–	–	0.56%	22
2016 Q2	$2.44M	Hold	243,025	–	–	0.52%	22
2016 Q1	$2.04M	Hold	243,025	–	–	0.45%	25
2015 Q4	$2.61M	Hold	243,025	–	–	0.64%	16
2015 Q3	$2.83M	Buy	243,025 +26,947	+12%	+$358K	0.76%	16
2015 Q2	$3.08M	Hold	216,078	–	–	0.79%	14
2015 Q1	$2.6M	Hold	216,078	–	–	0.66%	18
2014 Q4	$2.35M	Hold	216,078	–	–	0.63%	18
2014 Q3	$2.54M	Sell	216,078 -8,399	-4%	-$102K	0.78%	18
2014 Q2	$2.78M	Hold	224,477	–	–	0.87%	16
2014 Q1	$2.86M	Hold	224,477	–	–	0.96%	16
2013 Q4	$2.75M	Hold	224,477	–	–	1%	14
2013 Q3	$2.19M	Buy	224,477 +43,566	+24%	+$398K	0.9%	17
2013 Q2	$1.54M	Buy	+180,911	New	+$1.54M	0.72%	18

Other funds holding PPLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Joel Isaacson & Co's PPLI Position: Q1 2026 in Review

Joel Isaacson & Co reduced its People Inc (PPLI) stake by 45% in Q1 2026, selling an estimated $3.01M and leaving 95,691 shares worth $3.83M. The position accounts for 0.13% of the portfolio, ranked #76.

Joel Isaacson & Co first reported a position in PPLI in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.8M in Q1 2025. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

Joel Isaacson & Co held 95,691 shares of People Inc worth $3.83M as of Q1 2026.
Joel Isaacson & Co sold 79,407 People Inc shares in Q1 2026, an estimated $3.01M.
People Inc made up 0.13% of Joel Isaacson & Co's portfolio in Q1 2026, its #76 holding.
Joel Isaacson & Co first reported a position in People Inc in Q2 2013 and has held it in 52 quarters since.
Joel Isaacson & Co's People Inc position peaked at $18.8M in Q1 2025.
334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.