Laurie J. Hall Trustee’s People Inc PPLI Stock Holding History

Laurie J. Hall Trustee’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 Q1	–	Sell	-73	Closed	-$3K	–	285
2022 Q4	$3K	Sell	73 -43	-37%	-$1.7K	﹤0.01%	274
2022 Q3	$5K	Sell	116 -61	-34%	-$3.43K	﹤0.01%	280
2022 Q2	$11K	Hold	177	–	–	0.01%	259
2022 Q1	$15K	Hold	177	–	–	0.01%	258
2021 Q4	$19K	Hold	177	–	–	0.01%	247
2021 Q3	$19K	Sell	177 -97	-35%	-$10.7K	0.01%	246
2021 Q2	$35K	Sell	274 -138	-33%	-$17.9K	0.01%	223
2021 Q1	$49K	Buy	412 +101	+32%	+$12.5K	0.02%	200
2020 Q4	$32K	Hold	311	–	–	0.01%	227
2020 Q3	$20K	Buy	+311	New	+$21.3K	0.01%	233
2019 Q4	$27K	Buy	615 +111	+22%	+$4.47K	0.01%	214
2019 Q3	$20K	Hold	504	–	–	0.01%	222
2019 Q2	$20K	Hold	504	–	–	0.01%	229
2019 Q1	$19K	Hold	504	–	–	0.01%	233
2018 Q4	$20K	Sell	504 -111	-18%	-$3.73K	0.01%	224
2018 Q3	$24K	Hold	615	–	–	0.01%	231
2018 Q2	$17K	Sell	615 -56	-8%	-$1.53K	0.01%	256
2018 Q1	$19K	Hold	671	–	–	0.01%	246
2017 Q4	$15K	Sell	671 -280	-29%	-$6.27K	0.01%	271
2017 Q3	$114K	Hold	951	–	–	0.07%	118
2017 Q2	$17.6K	Hold	951	–	–	0.01%	214
2017 Q1	$12.7K	Hold	951	–	–	0.01%	232
2016 Q4	$12K	Buy	+951	New	+$11.1K	0.01%	232
2016 Q2	$10K	Buy	951 +671	+240%	+$6.21K	0.01%	233
2016 Q1	$2K	Buy	+280	New	+$2.41K	﹤0.01%	275

Other funds holding PPLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

DSA

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

FCM

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Laurie J. Hall Trustee's PPLI Position: Q1 2023 in Review

Laurie J. Hall Trustee sold out of People Inc (PPLI) in Q1 2023, closing a stake of 73 shares — an estimated $3K sold.

Laurie J. Hall Trustee first reported a position in PPLI in Q1 2016 and held it in 25 quarters. The position peaked at $114K in Q3 2017. 370 funds tracked by Wall St. Rank hold PPLI as of Q1 2023.

Laurie J. Hall Trustee reported no remaining People Inc position as of Q1 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 73 People Inc shares in Q1 2023, an estimated $3K.
Laurie J. Hall Trustee first reported a position in People Inc in Q1 2016 and held it in 25 quarters.
Laurie J. Hall Trustee's People Inc position peaked at $114K in Q3 2017.
370 funds tracked by Wall St. Rank held People Inc as of Q1 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2023, filed 7 Apr 2023.