NIC
PPLI

Northwest Investment Counselors’s People Inc PPLI Stock Holding History

Northwest Investment Counselors’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 		$9.15K Buy
+207
New +$8.62K ﹤0.01% 441
2024
Q2 		– Sell
-207
Closed -$9.07K – 310
2024
Q1 		$9.07K Buy
+207
New +$8.94K ﹤0.01% 384
2023
Q4 		– Sell
-207
Closed -$8.57K – 312
2023
Q3 		$8.57K Hold
207
– – ﹤0.01% 397
2023
Q2 		$10.7K Hold
207
– – ﹤0.01% 381
2023
Q1 		$8.77K Hold
207
– – ﹤0.01% 412
2022
Q4 		$7.55K Buy
+207
New +$8.19K ﹤0.01% 426

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

Northwest Investment Counselors's PPLI Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in People Inc (PPLI) in Q3 2024: 207 shares worth $9.15K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in PPLI as recently as Q1 2024.

Northwest Investment Counselors first reported a position in PPLI in Q4 2022 and has held it in 6 quarters since. The position peaked at $10.7K in Q2 2023. 367 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

  • Northwest Investment Counselors held 207 shares of People Inc worth $9.15K as of Q3 2024.
  • People Inc was a new Northwest Investment Counselors position in Q3 2024.
  • People Inc made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #441 holding.
  • Northwest Investment Counselors first reported a position in People Inc in Q4 2022 and has held it in 6 quarters since.
  • Northwest Investment Counselors's People Inc position peaked at $10.7K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.