Oak Family Advisors’s People Inc PPLI Stock Holding History

Oak Family 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
2022 Q2	–	Sell	-11,960	Closed	-$984K	–	137
2022 Q1	$984K	Buy	+11,960	New	+$1.16M	0.38%	57
2021 Q1	–	Sell	-19,174	Closed	-$1.98M	–	95
2020 Q4	$1.98M	Buy	+19,174	New	+$1.47M	1.03%	23

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Oak Family Advisors's PPLI Position: Q2 2022 in Review

Oak Family Advisors sold out of People Inc (PPLI) in Q2 2022, closing a stake of 11,960 shares — an estimated $984K sold.

Oak Family Advisors first reported a position in PPLI in Q4 2020 and held it in 2 quarters. The position peaked at $1.98M in Q4 2020. 404 funds tracked by Wall St. Rank hold PPLI as of Q2 2022.

Oak Family Advisors reported no remaining People Inc position as of Q2 2022 after selling out during the quarter.
Oak Family Advisors sold 11,960 People Inc shares in Q2 2022, an estimated $984K.
Oak Family Advisors first reported a position in People Inc in Q4 2020 and held it in 2 quarters.
Oak Family Advisors's People Inc position peaked at $1.98M in Q4 2020.
404 funds tracked by Wall St. Rank held People Inc as of Q2 2022.

Based on Oak Family Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.