MGIA
PPLI

Moneta Group Investment Advisors’s People Inc PPLI Stock Holding History

Moneta Group Investment Advisors’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
-6,095
Closed -$216K – 682
2024
Q4 		$216K Hold
6,095
– – ﹤0.01% 615
2024
Q3 		$269K Hold
6,095
– – ﹤0.01% 548
2024
Q2 		$234K Sell
6,095
-49
-0.8% -$2.02K ﹤0.01% 547
2024
Q1 		$269K Buy
6,144
+33
+0.5% +$1.43K ﹤0.01% 518
2023
Q4 		$263K Buy
6,111
+16
+0.3% +$627 0.01% 472
2023
Q3 		$252K Sell
6,095
-9,269
-60% -$450K 0.01% 438
2023
Q2 		$792K Sell
15,364
-372
-2% -$17K 0.02% 252
2023
Q1 		$666K Buy
15,736
+3,654
+30% +$156K 0.02% 268
2022
Q4 		$560K Sell
12,082
-3,547
-23% -$140K 0.02% 275
2022
Q3 		$710K Sell
15,629
-417
-3% -$23.5K 0.03% 220
2022
Q2 		$1M Buy
16,046
+426
+3% +$30K 0.03% 206
2022
Q1 		$1.28M Sell
15,620
-1
-0% -$97 0.05% 172
2021
Q4 		$1.68M Buy
15,621
+90
+0.6% +$10.2K 0.07% 150
2021
Q3 		$1.66M Sell
15,531
-30
-0.2% -$3.31K 0.08% 141
2021
Q2 		$1.97M Sell
15,561
-8,460
-35% -$1.1M 0.09% 133
2021
Q1 		$2.84M Sell
24,021
-2,569
-10% -$319K 0.15% 103
2020
Q4 		$2.75M Buy
26,590
+280
+1% +$21.5K 0.2% 86
2020
Q3 		$1.72M Sell
26,310
-54,057
-67% -$3.71M 0.15% 90
2020
Q2 		$4.64M Buy
80,367
+11
+0% +$489 0.44% 54
2020
Q1 		$2.57M Sell
80,356
-11
-0% -$436 0.27% 69
2019
Q4 		$3.58M Sell
80,367
-61
-0.1% -$2.46K 0.3% 57
2019
Q3 		$3.13M Buy
80,428
+72
+0.1% +$3.07K 0.29% 62
2019
Q2 		$3.12M Buy
+80,356
New +$3.21M 0.31% 56
2018
Q3 		– Sell
-38,049
Closed -$1.04M – 298
2018
Q2 		$1.04M Hold
38,049
– – 0.12% 106
2018
Q1 		$1.06M Hold
38,049
– – 0.14% 77
2017
Q4 		$832K Hold
38,049
– – 0.13% 87
2017
Q3 		$800K Buy
+38,049
New +$739K 0.12% 83
2015
Q4 		– Sell
-1,119
Closed -$13K – 266
2015
Q3 		$13K Buy
+1,119
New +$14.9K ﹤0.01% 384

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

Moneta Group Investment Advisors's PPLI Position: Q1 2025 in Review

Moneta Group Investment Advisors sold out of People Inc (PPLI) in Q1 2025, closing a stake of 6,095 shares — an estimated $216K sold.

Moneta Group Investment Advisors first reported a position in PPLI in Q3 2015 and held it in 28 quarters. The position peaked at $4.64M in Q2 2020. 338 funds tracked by Wall St. Rank hold PPLI as of Q1 2025.

  • Moneta Group Investment Advisors reported no remaining People Inc position as of Q1 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,095 People Inc shares in Q1 2025, an estimated $216K.
  • Moneta Group Investment Advisors first reported a position in People Inc in Q3 2015 and held it in 28 quarters.
  • Moneta Group Investment Advisors's People Inc position peaked at $4.64M in Q2 2020.
  • 338 funds tracked by Wall St. Rank held People Inc as of Q1 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.