NFG
PPLI

Next Financial Group’s People Inc PPLI Stock Holding History

Next 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
2021
Q4 		$324K Buy
3,019
+379
+14% +$42.7K 0.02% 704
2021
Q3 		$283K Buy
2,640
+58
+2% +$6.39K 0.02% 687
2021
Q2 		$327K Sell
2,582
-1,425
-36% -$185K 0.03% 636
2021
Q1 		$473K Buy
4,007
+169
+4% +$21K 0.04% 447
2020
Q4 		$397K Buy
3,838
+912
+31% +$69.9K 0.04% 456
2020
Q3 		$191K Buy
+2,926
New +$201K 0.02% 637
2020
Q2 		– Sell
-1,203
Closed -$39K – 1168
2020
Q1 		$39K Sell
1,203
-560
-32% -$22.2K 0.01% 1065
2019
Q4 		$78K Sell
1,763
-123
-7% -$4.96K 0.01% 1044
2019
Q3 		$73K Buy
1,886
+123
+7% +$5.25K 0.01% 1018
2019
Q2 		$69K Buy
1,763
+1,064
+152% +$42.5K 0.01% 1055
2019
Q1 		$26K Buy
699
+643
+1,148% +$23.8K 0.01% 895
2018
Q4 		$2K Sell
56
-643
-92% -$21.6K ﹤0.01% 1739
2018
Q3 		$27K Buy
+699
New +$22.7K 0.01% 694
2017
Q4 		– Sell
-895
Closed -$20K – 760
2017
Q3 		$20K Buy
895
+643
+255% +$12.5K 0.01% 971
2017
Q2 		$5K Hold
252
– – ﹤0.01% 1542
2017
Q1 		$4K Sell
252
-643
-72% -$8.36K ﹤0.01% 1563
2016
Q4 		$10K Sell
895
-11
-1% -$129 ﹤0.01% 1648
2016
Q3 		$10K Buy
906
+643
+244% +$6.79K ﹤0.01% 1647
2016
Q2 		$2K Hold
263
– – ﹤0.01% 1586
2016
Q1 		$2K Sell
263
-397
-60% -$3.42K ﹤0.01% 1542
2015
Q4 		$7K Hold
660
– – ﹤0.01% 1290
2015
Q3 		$7K Buy
660
+106
+19% +$1.41K ﹤0.01% 1320
2015
Q2 		$7K Hold
554
– – ﹤0.01% 1376
2015
Q1 		$6K Sell
554
-190
-26% -$2.2K ﹤0.01% 1423
2014
Q4 		$8K Sell
744
-1,360
-65% -$15.4K ﹤0.01% 1331
2014
Q3 		$25K Hold
2,104
– – 0.01% 1285
2014
Q2 		$24K Buy
+2,104
New +$25.2K 0.01% 540

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Next Financial Group's PPLI Position: Q4 2021 in Review

Next Financial Group increased its People Inc (PPLI) stake by 14% in Q4 2021, buying an estimated $42.7K and bringing the position to 3,019 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #704.

Next Financial Group first reported a position in PPLI in Q2 2014 and has held it in 27 quarters since. The position peaked at $473K in Q1 2021. 471 funds tracked by Wall St. Rank hold PPLI as of Q4 2021.

  • Next Financial Group held 3,019 shares of People Inc worth $324K as of Q4 2021.
  • Next Financial Group bought 379 People Inc shares in Q4 2021, an estimated $42.7K.
  • People Inc made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #704 holding.
  • Next Financial Group first reported a position in People Inc in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's People Inc position peaked at $473K in Q1 2021.
  • 471 funds tracked by Wall St. Rank held People Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.