Kerrisdale Advisers’s People Inc PPLI Stock Holding History

Kerrisdale 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
2022 Q1	–	Sell	-11,093	Closed	-$1.19M	–	47
2021 Q4	$1.19M	Sell	11,093 -132,905	-92%	-$15M	0.25%	31
2021 Q3	$15.4M	Sell	143,998 -291,180	-67%	-$32.1M	1.67%	24
2021 Q2	$55M	Sell	435,178 -112,413	-21%	-$14.6M	4.94%	2
2021 Q1	$64.7M	Buy	547,591 +119,090	+28%	+$14.8M	4.96%	4
2020 Q4	$44.3M	Hold	428,501	–	–	3.43%	10
2020 Q3	$28M	Buy	+428,501	New	+$29.4M	2.1%	20
2014 Q4	–	Sell	-154,993	Closed	-$1.82M	–	41
2014 Q3	$1.82M	Sell	154,993 -1,242,348	-89%	-$15M	0.94%	24
2014 Q2	$17.3M	Buy	1,397,341 +507,240	+57%	+$6.07M	8.24%	3
2014 Q1	$11.4M	Buy	890,101 +536,852	+152%	+$6.9M	5.58%	6
2013 Q4	$4.29M	Buy	+353,249	New	+$3.64M	1.89%	19

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $232M AUM 27.09% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Kerrisdale Advisers's PPLI Position: Q1 2022 in Review

Kerrisdale Advisers sold out of People Inc (PPLI) in Q1 2022, closing a stake of 11,093 shares — an estimated $1.19M sold.

Kerrisdale Advisers first reported a position in PPLI in Q4 2013 and held it in 10 quarters. The position peaked at $64.7M in Q1 2021. 424 funds tracked by Wall St. Rank hold PPLI as of Q1 2022.

Kerrisdale Advisers reported no remaining People Inc position as of Q1 2022 after selling out during the quarter.
Kerrisdale Advisers sold 11,093 People Inc shares in Q1 2022, an estimated $1.19M.
Kerrisdale Advisers first reported a position in People Inc in Q4 2013 and held it in 10 quarters.
Kerrisdale Advisers's People Inc position peaked at $64.7M in Q1 2021.
424 funds tracked by Wall St. Rank held People Inc as of Q1 2022.

Based on Kerrisdale Advisers's 13F filing for Q1 2022, filed 16 May 2022.