MFG
PPLI

Mendota Financial Group’s People Inc PPLI Stock Holding History

Mendota Financial 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
2025
Q1 		– Sell
-254
Closed -$8.97K – 211
2024
Q4 		$8.97K Sell
254
-6
-2% -$240 0.01% 241
2024
Q3 		$11.5K Buy
260
+6
+2% +$250 0.01% 237
2024
Q2 		$9.74K Hold
254
– – 0.01% 230
2024
Q1 		$11.1K Hold
254
– – 0.01% 233
2023
Q4 		$10.9K Hold
254
– – 0.01% 272
2023
Q3 		$10.5K Hold
254
– – 0.01% 193
2023
Q2 		$13.1K Buy
254
+136
+115% +$6.23K 0.01% 185
2023
Q1 		$9.73K Hold
118
– – 0.01% 231
2022
Q4 		$4.31K Buy
+118
New +$4.67K 0.01% 238

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Mendota Financial Group's PPLI Position: Q1 2025 in Review

Mendota Financial Group sold out of People Inc (PPLI) in Q1 2025, closing a stake of 254 shares — an estimated $8.97K sold.

Mendota Financial Group first reported a position in PPLI in Q4 2022 and held it in 9 quarters. The position peaked at $13.1K in Q2 2023. 337 funds tracked by Wall St. Rank hold PPLI as of Q1 2025.

  • Mendota Financial Group reported no remaining People Inc position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 254 People Inc shares in Q1 2025, an estimated $8.97K.
  • Mendota Financial Group first reported a position in People Inc in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's People Inc position peaked at $13.1K in Q2 2023.
  • 337 funds tracked by Wall St. Rank held People Inc as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.