LC
PPLI

Lourd Capital’s People Inc PPLI Stock Holding History

Lourd Capital’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
2019
Q2 		$4.71M Buy
121,068
+24,877
+26% +$993K 0.44% 14
2019
Q1 		$3.61M Sell
96,191
-179
-0.2% -$6.62K 0.35% 14
2018
Q4 		$3.15M Buy
96,370
+28
+0% +$940 0.24% 21
2018
Q3 		$3.73M Buy
96,342
+34
+0% +$1.1K 0.24% 19
2018
Q2 		$2.63M Hold
96,308
– – 0.37% 21
2018
Q1 		$2.69M Hold
96,308
– – 0.36% 22
2017
Q4 		$2.1M Buy
96,308
+313
+0.3% +$7.01K 0.14% 34
2017
Q3 		$2.02M Buy
95,995
+12,808
+15% +$249K 0.18% 21
2017
Q2 		$1.53M Hold
83,187
– – 0.15% 24
2017
Q1 		$1.1M Hold
83,187
– – 0.11% 30
2016
Q4 		$963K Hold
83,187
– – 0.1% 33
2016
Q3 		$929K Buy
83,187
+22,673
+37% +$239K 0.1% 34
2016
Q2 		$609K Hold
60,514
– – 0.17% 46
2016
Q1 		$509K Sell
60,514
-84
-0.1% -$723 0.06% 59
2015
Q4 		$650K Hold
60,598
– – 0.07% 54
2015
Q3 		$707K Buy
60,598
+26,947
+80% +$358K 0.08% 46
2015
Q2 		$479K Hold
33,651
– – 0.05% 63
2015
Q1 		$406K Buy
33,651
+28
+0.1% +$324 0.04% 73
2014
Q4 		$365K Buy
33,623
+39
+0.1% +$441 0.03% 75
2014
Q3 		$396K Sell
33,584
-9,993
-23% -$121K 0.04% 66
2014
Q2 		$539K Hold
43,577
– – 0.06% 59
2014
Q1 		$556K Hold
43,577
– – 0.06% 51
2013
Q4 		$535K Hold
43,577
– – 0.06% 56
2013
Q3 		$426K Buy
+43,577
New +$398K 0.05% 64

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lourd Capital's PPLI Position: Q2 2019 in Review

Lourd Capital increased its People Inc (PPLI) stake by 26% in Q2 2019, buying an estimated $993K and bringing the position to 121,068 shares worth $4.71M. The position accounts for 0.44% of the portfolio, ranked #14.

Lourd Capital first reported a position in PPLI in Q3 2013 and has held it in 24 quarters since. 513 funds tracked by Wall St. Rank hold PPLI as of Q2 2019.

  • Lourd Capital held 121,068 shares of People Inc worth $4.71M as of Q2 2019.
  • Lourd Capital bought 24,877 People Inc shares in Q2 2019, an estimated $993K.
  • People Inc made up 0.44% of Lourd Capital's portfolio in Q2 2019, its #14 holding.
  • Lourd Capital first reported a position in People Inc in Q3 2013 and has held it in 24 quarters since.
  • 513 funds tracked by Wall St. Rank held People Inc as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.