LP
PPLI

LMR Partners’s People Inc PPLI Stock Holding History

LMR Partners’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
-23,795
Closed -$984K – 1051
2023
Q3 		$984K Buy
23,795
+16,232
+215% +$787K 0.01% 487
2023
Q2 		$390K Buy
+7,563
New +$346K ﹤0.01% 519
2023
Q1 		– Sell
-16,164
Closed -$589K – 1090
2022
Q4 		$589K Buy
+16,164
New +$639K 0.01% 824
2021
Q1 		– Sell
-93,440
Closed -$9.66M – 1008
2020
Q4 		$9.66M Sell
93,440
-73,744
-44% -$5.65M 0.15% 69
2020
Q3 		$10.9M Buy
+167,184
New +$11.5M 0.22% 52
2020
Q2 		– Sell
-2,920,243
Closed -$93.9M – 620
2020
Q1 		$93.9M Buy
2,920,243
+2,695,028
+1,197% +$107M 4.38% 4
2019
Q4 		$10K Sell
225,215
-27,977
-11% -$1.13M 0.02% 64
2019
Q3 		$9.86M Buy
+253,192
New +$10.8M 0.49% 45
2017
Q4 		– Sell
-150,958
Closed -$3.17M – 360
2017
Q3 		$3.17M Buy
+150,958
New +$2.93M 0.34% 46

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

LMR Partners's PPLI Position: Q4 2023 in Review

LMR Partners sold out of People Inc (PPLI) in Q4 2023, closing a stake of 23,795 shares — an estimated $984K sold.

LMR Partners first reported a position in PPLI in Q3 2017 and held it in 9 quarters. The position peaked at $93.9M in Q1 2020. 353 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • LMR Partners reported no remaining People Inc position as of Q4 2023 after selling out during the quarter.
  • LMR Partners sold 23,795 People Inc shares in Q4 2023, an estimated $984K.
  • LMR Partners first reported a position in People Inc in Q3 2017 and held it in 9 quarters.
  • LMR Partners's People Inc position peaked at $93.9M in Q1 2020.
  • 353 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on LMR Partners's 13F filing for Q4 2023, filed 14 Feb 2024.