Loring Wolcott & Coolidge Fiduciary Advisors’s People Inc PPLI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q4	–	Sell	-37	Closed	-$2K	–	591
2022 Q3	$2K	Hold	37	–	–	﹤0.01%	584
2022 Q2	$2K	Sell	37 -13	-26%	-$917	﹤0.01%	612
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	598
2021 Q4	$5K	Hold	50	–	–	﹤0.01%	654
2021 Q3	$5K	Hold	50	–	–	﹤0.01%	657
2021 Q2	$6K	Buy	+50	New	+$6.48K	﹤0.01%	719
2021 Q1	–	Sell	-20	Closed	-$2K	–	493
2020 Q4	$2K	Sell	20 -64	-76%	-$4.91K	﹤0.01%	747
2020 Q3	$6K	Sell	84 -173	-67%	-$11.9K	﹤0.01%	535
2020 Q2	$15K	Hold	257	–	–	﹤0.01%	474
2020 Q1	$8K	Hold	257	–	–	﹤0.01%	556
2019 Q4	$11K	Hold	257	–	–	﹤0.01%	576
2019 Q3	$10K	Hold	257	–	–	﹤0.01%	570
2019 Q2	$10K	Hold	257	–	–	﹤0.01%	560
2019 Q1	$10K	Sell	257 -1,852	-88%	-$68.5K	﹤0.01%	557
2018 Q4	$69K	Buy	2,109 +2,047	+3,302%	+$68.7K	﹤0.01%	368
2018 Q3	$2K	Hold	62	–	–	﹤0.01%	604
2018 Q2	$2K	Hold	62	–	–	﹤0.01%	616
2018 Q1	$2K	Hold	62	–	–	﹤0.01%	661
2017 Q4	$1K	Hold	62	–	–	﹤0.01%	696
2017 Q3	$1K	Buy	+62	New	+$1.2K	﹤0.01%	716

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

DSA

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

Loring Wolcott & Coolidge Fiduciary Advisors's PPLI Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of People Inc (PPLI) in Q4 2022, closing a stake of 37 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PPLI in Q3 2017 and held it in 20 quarters. The position peaked at $69K in Q4 2018. 380 funds tracked by Wall St. Rank hold PPLI as of Q4 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining People Inc position as of Q4 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 37 People Inc shares in Q4 2022, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in People Inc in Q3 2017 and held it in 20 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's People Inc position peaked at $69K in Q4 2018.
380 funds tracked by Wall St. Rank held People Inc as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.