LNWWM
PPLI

Laird Norton Wetherby Wealth Management’s People Inc PPLI Stock Holding History

Laird Norton Wetherby Wealth 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
2023
Q4 		– Sell
-5,061
Closed -$209K – 945
2023
Q3 		$209K Sell
5,061
-251
-5% -$12.2K 0.01% 809
2023
Q2 		$274K Sell
5,312
-1,145
-18% -$52.4K 0.01% 754
2023
Q1 		$273K Buy
6,457
+664
+11% +$28.4K 0.02% 738
2022
Q4 		$211K Sell
5,793
-3,139
-35% -$124K 0.01% 782
2022
Q3 		$405K Buy
8,932
+1,500
+20% +$84.4K 0.03% 564
2022
Q2 		$464K Buy
7,432
+475
+7% +$33.5K 0.03% 538
2022
Q1 		$573K Buy
6,957
+739
+12% +$71.8K 0.03% 478
2021
Q4 		$667K Sell
6,218
-535
-8% -$60.3K 0.04% 419
2021
Q3 		$722K Sell
6,753
-32
-0.5% -$3.53K 0.04% 383
2021
Q2 		$858K Sell
6,785
-3,261
-32% -$422K 0.05% 345
2021
Q1 		$1.19M Buy
10,046
+249
+3% +$30.9K 0.09% 222
2020
Q4 		$1.01M Buy
9,797
+149
+2% +$11.4K 0.07% 271
2020
Q3 		$630K Sell
9,648
-8,739
-48% -$599K 0.06% 323
2020
Q2 		$1.06M Sell
18,387
-363
-2% -$16.1K 0.1% 202
2020
Q1 		$600K Buy
18,750
+1,029
+6% +$40.8K 0.07% 281
2019
Q4 		$789K Sell
17,721
-565
-3% -$22.8K 0.08% 272
2019
Q3 		$712K Buy
18,286
+95
+0.5% +$4.06K 0.07% 293
2019
Q2 		$707K Sell
18,191
-2,803
-13% -$112K 0.08% 287
2019
Q1 		$788K Sell
20,994
-8,024
-28% -$297K 0.1% 233
2018
Q4 		$950K Buy
29,018
+13,121
+83% +$440K 0.13% 175
2018
Q3 		$616K Buy
15,897
+5,417
+52% +$176K 0.08% 304
2018
Q2 		$286K Buy
10,480
+78
+0.7% +$2.14K 0.04% 488
2018
Q1 		$291K Hold
10,402
– – 0.04% 487
2017
Q4 		$228K Hold
10,402
– – 0.03% 553
2017
Q3 		$218K Buy
+10,402
New +$202K 0.03% 538

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

Laird Norton Wetherby Wealth Management's PPLI Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of People Inc (PPLI) in Q4 2023, closing a stake of 5,061 shares — an estimated $209K sold.

Laird Norton Wetherby Wealth Management first reported a position in PPLI in Q3 2017 and held it in 25 quarters. The position peaked at $1.19M in Q1 2021. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 5,061 People Inc shares in Q4 2023, an estimated $209K.
  • Laird Norton Wetherby Wealth Management first reported a position in People Inc in Q3 2017 and held it in 25 quarters.
  • Laird Norton Wetherby Wealth Management's People Inc position peaked at $1.19M in Q1 2021.
  • 353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.