MAFM
PPLI

Mid Atlantic Financial Management’s People Inc PPLI Stock Holding History

Mid Atlantic Financial 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
2021
Q2 		– Sell
-2,171
Closed -$256K – 938
2021
Q1 		$256K Hold
2,171
– – 0.02% 692
2020
Q4 		$224K Buy
+2,171
New +$166K 0.02% 687

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Mid Atlantic Financial Management's PPLI Position: Q2 2021 in Review

Mid Atlantic Financial Management sold out of People Inc (PPLI) in Q2 2021, closing a stake of 2,171 shares — an estimated $256K sold.

Mid Atlantic Financial Management first reported a position in PPLI in Q4 2020 and held it in 2 quarters. The position peaked at $256K in Q1 2021. 494 funds tracked by Wall St. Rank hold PPLI as of Q2 2021.

  • Mid Atlantic Financial Management reported no remaining People Inc position as of Q2 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 2,171 People Inc shares in Q2 2021, an estimated $256K.
  • Mid Atlantic Financial Management first reported a position in People Inc in Q4 2020 and held it in 2 quarters.
  • Mid Atlantic Financial Management's People Inc position peaked at $256K in Q1 2021.
  • 494 funds tracked by Wall St. Rank held People Inc as of Q2 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.