Massachusetts Financial Services
PPLI

Massachusetts Financial Services’s People Inc PPLI Stock Holding History

Massachusetts Financial Services’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
-673,734
Closed -$30.6M – 866
2022
Q3 		$30.6M Sell
673,734
-691,064
-51% -$38.9M 0.01% 521
2022
Q2 		$85.1M Buy
1,364,798
+164,574
+14% +$11.6M 0.03% 378
2022
Q1 		$98.7M Sell
1,200,224
-121,806
-9% -$11.8M 0.03% 391
2021
Q4 		$142M Buy
1,322,030
+15,060
+1% +$1.7M 0.04% 337
2021
Q3 		$140M Sell
1,306,970
-12,650
-1% -$1.39M 0.04% 326
2021
Q2 		$167M Sell
1,319,620
-692,431
-34% -$89.7M 0.05% 295
2021
Q1 		$238M Buy
2,012,051
+24,362
+1% +$3.03M 0.07% 225
2020
Q4 		$205M Buy
1,987,689
+90,335
+5% +$6.92M 0.07% 244
2020
Q3 		$124M Sell
1,897,354
-1,178,083
-38% -$80.8M 0.04% 285
2020
Q2 		$178M Buy
3,075,437
+166,055
+6% +$7.38M 0.07% 225
2020
Q1 		$93.2M Buy
2,909,382
+145,620
+5% +$5.77M 0.04% 276
2019
Q4 		$123M Buy
2,763,762
+464,486
+20% +$18.7M 0.05% 292
2019
Q3 		$89.6M Buy
2,299,276
+346,031
+18% +$14.8M 0.04% 330
2019
Q2 		$75.9M Buy
1,953,245
+375,195
+24% +$15M 0.03% 353
2019
Q1 		$59.3M Buy
1,578,050
+517,082
+49% +$19.1M 0.03% 370
2018
Q4 		$34.7M Buy
1,060,968
+292,595
+38% +$9.82M 0.02% 422
2018
Q3 		$29.8M Buy
768,373
+301,559
+65% +$9.79M 0.01% 475
2018
Q2 		$12.7M Buy
+466,814
New +$12.8M 0.01% 596
2018
Q1 		– Sell
-14,106
Closed -$308K – 856
2017
Q4 		$308K Buy
+14,106
New +$316K ﹤0.01% 829

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
T. Rowe Price Associates
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
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Massachusetts Financial Services's PPLI Position: Q4 2022 in Review

Massachusetts Financial Services sold out of People Inc (PPLI) in Q4 2022, closing a stake of 673,734 shares — an estimated $30.6M sold.

Massachusetts Financial Services first reported a position in PPLI in Q4 2017 and held it in 19 quarters. The position peaked at $238M in Q1 2021. 379 funds tracked by Wall St. Rank hold PPLI as of Q4 2022.

  • Massachusetts Financial Services reported no remaining People Inc position as of Q4 2022 after selling out during the quarter.
  • Massachusetts Financial Services sold 673,734 People Inc shares in Q4 2022, an estimated $30.6M.
  • Massachusetts Financial Services first reported a position in People Inc in Q4 2017 and held it in 19 quarters.
  • Massachusetts Financial Services's People Inc position peaked at $238M in Q1 2021.
  • 379 funds tracked by Wall St. Rank held People Inc as of Q4 2022.

Based on Massachusetts Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.