Mather Group’s People Inc PPLI Stock Holding History

Mather Group’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 Q3	–	Sell	-338	Closed	-$14.8K	–	1925
2024 Q2	$14.8K	Hold	338	–	–	﹤0.01%	1335
2024 Q1	$14.5K	Buy	+338	New	+$14.6K	﹤0.01%	1117

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

DSA

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

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

SAM

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

PCM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

Mather Group's PPLI Position: Q3 2024 in Review

Mather Group sold out of People Inc (PPLI) in Q3 2024, closing a stake of 338 shares — an estimated $14.8K sold.

Mather Group first reported a position in PPLI in Q1 2024 and held it in 2 quarters. The position peaked at $14.8K in Q2 2024. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

Mather Group reported no remaining People Inc position as of Q3 2024 after selling out during the quarter.
Mather Group sold 338 People Inc shares in Q3 2024, an estimated $14.8K.
Mather Group first reported a position in People Inc in Q1 2024 and held it in 2 quarters.
Mather Group's People Inc position peaked at $14.8K in Q2 2024.
366 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.