Loomis, Sayles & Company
PPLI

Loomis, Sayles & Company’s People Inc PPLI Stock Holding History

Loomis, Sayles & Company’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
2024
Q1 		– Sell
-123
Closed -$5K – 824
2023
Q4 		$5K Sell
123
-29
-19% -$1.14K ﹤0.01% 883
2023
Q3 		$6K Buy
152
+35
+30% +$1.7K ﹤0.01% 877
2023
Q2 		$6K Buy
+117
New +$5.36K ﹤0.01% 785
2022
Q3 		– Sell
-9
Closed -$1K – 994
2022
Q2 		$1K Hold
9
– – ﹤0.01% 932
2022
Q1 		$1K Hold
9
– – ﹤0.01% 990
2021
Q4 		$1K Hold
9
– – ﹤0.01% 762
2021
Q3 		$1K Sell
9
-113,252
-100% -$12.5M ﹤0.01% 883
2021
Q2 		$14.3M Sell
113,261
-52,447
-32% -$6.79M 0.02% 339
2021
Q1 		$19.6M Sell
165,708
-161,735
-49% -$20.1M 0.03% 285
2020
Q4 		$33.8M Sell
327,443
-5,216
-2% -$400K 0.04% 187
2020
Q3 		$21.7M Sell
332,659
-56,865
-15% -$3.9M 0.03% 220
2020
Q2 		$22.5M Sell
389,524
-6,066
-2% -$269K 0.04% 203
2020
Q1 		$12.7M Sell
395,590
-9,898
-2% -$392K 0.03% 249
2019
Q4 		$18.1M Sell
405,488
-24,676
-6% -$995K 0.03% 234
2019
Q3 		$16.8M Buy
430,164
+185
+0% +$7.9K 0.03% 241
2019
Q2 		$16.7M Sell
429,979
-151,725
-26% -$6.05M 0.03% 231
2019
Q1 		$21.8M Sell
581,704
-42,990
-7% -$1.59M 0.04% 189
2018
Q4 		$20.4M Sell
624,694
-178,918
-22% -$6M 0.05% 173
2018
Q3 		$31.1M Sell
803,612
-370,472
-32% -$12M 0.06% 156
2018
Q2 		$32M Sell
1,174,084
-464,279
-28% -$12.7M 0.06% 142
2018
Q1 		$45.8M Sell
1,638,363
-400,251
-20% -$10.5M 0.1% 95
2017
Q4 		$44.6M Sell
2,038,614
-27,306
-1% -$611K 0.09% 104
2017
Q3 		$43.4M Sell
2,065,920
-130,177
-6% -$2.53M 0.09% 118
2017
Q2 		$40.5M Sell
2,196,097
-425,553
-16% -$7.22M 0.1% 110
2017
Q1 		$34.5M Sell
2,621,650
-316,504
-11% -$4.12M 0.09% 142
2016
Q4 		$34M Sell
2,938,154
-304,228
-9% -$3.56M 0.08% 152
2016
Q3 		$36.2M Sell
3,242,382
-82,846
-2% -$874K 0.09% 132
2016
Q2 		$33.5M Buy
3,325,228
+725,367
+28% +$6.72M 0.09% 146
2016
Q1 		$21.9M Buy
2,599,861
+818,171
+46% +$7.04M 0.06% 232
2015
Q4 		$19.1M Sell
1,781,690
-355,414
-17% -$4.11M 0.05% 301
2015
Q3 		$24.9M Sell
2,137,104
-26,489
-1% -$352K 0.07% 222
2015
Q2 		$30.8M Sell
2,163,593
-422,996
-16% -$5.61M 0.08% 202
2015
Q1 		$31.2M Sell
2,586,589
-54,164
-2% -$627K 0.09% 214
2014
Q4 		$28.7M Sell
2,640,753
-20,876
-0.8% -$236K 0.08% 222
2014
Q3 		$31.3M Sell
2,661,629
-158,921
-6% -$1.92M 0.09% 195
2014
Q2 		$34.9M Sell
2,820,550
-86,779
-3% -$1.04M 0.1% 196
2014
Q1 		$37.1M Sell
2,907,329
-91,071
-3% -$1.17M 0.11% 189
2013
Q4 		$36.8M Sell
2,998,400
-12,852
-0.4% -$133K 0.11% 187
2013
Q3 		$29.4M Sell
3,011,252
-5,439
-0.2% -$49.7K 0.1% 218
2013
Q2 		$25.6K Buy
+3,016,691
New +$25.7M 0.09% 235

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

Loomis, Sayles & Company's PPLI Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of People Inc (PPLI) in Q1 2024, closing a stake of 123 shares — an estimated $5K sold.

Loomis, Sayles & Company first reported a position in PPLI in Q2 2013 and held it in 40 quarters. The position peaked at $45.8M in Q1 2018. 365 funds tracked by Wall St. Rank hold PPLI as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining People Inc position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 123 People Inc shares in Q1 2024, an estimated $5K.
  • Loomis, Sayles & Company first reported a position in People Inc in Q2 2013 and held it in 40 quarters.
  • Loomis, Sayles & Company's People Inc position peaked at $45.8M in Q1 2018.
  • 365 funds tracked by Wall St. Rank held People Inc as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.