Marco Investment Management’s People Inc PPLI Stock Holding History

Marco Investment Management’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
2025 Q2	–	Sell	-5,375	Closed	-$203K	–	223
2025 Q1	$203K	Sell	5,375 -13,713	-72%	-$500K	0.02%	207
2024 Q4	$676K	Sell	19,088 -543	-3%	-$21.8K	0.06%	129
2024 Q3	$867K	Sell	19,631 -1,645	-8%	-$68.5K	0.07%	120
2024 Q2	$818K	Sell	21,276 -945	-4%	-$39K	0.08%	119
2024 Q1	$972K	Sell	22,221 -671	-3%	-$29K	0.09%	117
2023 Q4	$984K	Sell	22,892 -1,466	-6%	-$57.4K	0.1%	114
2023 Q3	$1.01M	Sell	24,358 -1,323	-5%	-$64.2K	0.12%	111
2023 Q2	$1.32M	Buy	25,681 +392	+2%	+$18K	0.14%	106
2023 Q1	$1.07M	Buy	25,289 +5,591	+28%	+$239K	0.12%	109
2022 Q4	$717K	Sell	19,698 -3,504	-15%	-$139K	0.08%	131
2022 Q3	$1.05M	Sell	23,202 -844	-4%	-$47.5K	0.13%	105
2022 Q2	$1.5M	Buy	24,046 +271	+1%	+$19.1K	0.17%	96
2022 Q1	$1.96M	Buy	23,775 +755	+3%	+$73.4K	0.2%	95
2021 Q4	$2.47M	Buy	23,020 +598	+3%	+$67.4K	0.24%	87
2021 Q3	$2.4M	Buy	+22,422	New	+$2.47M	0.26%	88
2020 Q4	–	Sell	-21,590	Closed	-$1.41M	–	192
2020 Q3	$1.41M	Sell	21,590 -46,333	-68%	-$3.18M	0.23%	77
2020 Q2	$3.93M	Sell	67,923 -2,238	-3%	-$99.4K	0.72%	41
2020 Q1	$2.25M	Sell	70,161 -7,218	-9%	-$286K	0.48%	55
2019 Q4	$3.44M	Buy	77,379 +2,462	+3%	+$99.2K	0.53%	54
2019 Q3	$2.92M	Sell	74,917 -168	-0.2%	-$7.17K	0.5%	58
2019 Q2	$2.92M	Hold	75,085	–	–	0.52%	58
2019 Q1	$2.82M	Hold	75,085	–	–	0.52%	57
2018 Q4	$2.46M	Buy	75,085 +476	+0.6%	+$16K	0.49%	60
2018 Q3	$2.89M	Buy	74,609 +1,399	+2%	+$45.4K	0.41%	63
2018 Q2	$2M	Sell	73,210 -8,114	-10%	-$222K	0.31%	75
2018 Q1	$2.27M	Hold	81,324	–	–	0.35%	72
2017 Q4	$1.78M	Sell	81,324 -419	-0.5%	-$9.38K	0.27%	84
2017 Q3	$1.72M	Hold	81,743	–	–	0.27%	87
2017 Q2	$1.51M	Sell	81,743 -2,238	-3%	-$38K	0.25%	90
2017 Q1	$1.11M	Sell	83,981 -5,596	-6%	-$72.8K	0.19%	99
2016 Q4	$1.04M	Sell	89,577 -130,373	-59%	-$1.53M	0.18%	105
2016 Q3	$2.46M	Sell	219,950 -610	-0.3%	-$6.44K	0.44%	66
2016 Q2	$2.22M	Sell	220,560 -1,007	-0.5%	-$9.33K	0.41%	73
2016 Q1	$1.86K	Sell	221,567 -2,798	-1%	-$24.1K	0.27%	82
2015 Q4	$2.41M	Sell	224,365 -1,253	-0.6%	-$14.5K	0.45%	68
2015 Q3	$2.63M	Sell	225,618 -46,699	-17%	-$620K	0.52%	60
2015 Q2	$6.88M	Buy	272,317 +1,695	+0.6%	+$22.5K	1.15%	29
2015 Q1	$3.26M	Buy	270,622 +22,813	+9%	+$264K	0.57%	61
2014 Q4	$2.69M	Sell	247,809 -4,320	-2%	-$48.9K	0.34%	72
2014 Q3	$1.97M	Buy	252,129 +17	+0%	+$206	0.27%	77
2014 Q2	$3.12M	Buy	252,112 +10,357	+4%	+$124K	0.6%	63
2014 Q1	$3.08M	Sell	241,755 -59,754	-20%	-$768K	0.64%	60
2013 Q4	$3.7K	Sell	301,509 -22,493	-7%	-$232K	0.19%	49
2013 Q3	$3.17M	Buy	+324,002	New	+$2.96M	0.73%	51

Other funds holding PPLI

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

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

SAM

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

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

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Marco Investment Management's PPLI Position: Q2 2025 in Review

Marco Investment Management sold out of People Inc (PPLI) in Q2 2025, closing a stake of 5,375 shares — an estimated $203K sold.

Marco Investment Management first reported a position in PPLI in Q3 2013 and held it in 44 quarters. The position peaked at $6.88M in Q2 2015. 346 funds tracked by Wall St. Rank hold PPLI as of Q2 2025.

Marco Investment Management reported no remaining People Inc position as of Q2 2025 after selling out during the quarter.
Marco Investment Management sold 5,375 People Inc shares in Q2 2025, an estimated $203K.
Marco Investment Management first reported a position in People Inc in Q3 2013 and held it in 44 quarters.
Marco Investment Management's People Inc position peaked at $6.88M in Q2 2015.
346 funds tracked by Wall St. Rank held People Inc as of Q2 2025.

Based on Marco Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.