OPS
PPLI

Orion Portfolio Solutions’s People Inc PPLI Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-6,364
Closed -$278K – 1749
2024
Q1 		$278K Buy
6,364
+393
+7% +$17K ﹤0.01% 1486
2023
Q4 		$263K Sell
5,971
-925
-13% -$36.2K ﹤0.01% 1459
2023
Q3 		$285K Buy
6,896
+122
+2% +$5.92K ﹤0.01% 1407
2023
Q2 		$349K Sell
6,774
-29
-0.4% -$1.33K ﹤0.01% 1350
2023
Q1 		$288K Buy
+6,803
New +$291K ﹤0.01% 1361
2020
Q3 		– Sell
-274
Closed -$16K – 1163
2020
Q2 		$16K Sell
274
-28
-9% -$1.24K ﹤0.01% 1019
2020
Q1 		$10K Buy
302
+157
+108% +$6.22K ﹤0.01% 1066
2019
Q4 		$6K Buy
+145
New +$5.84K ﹤0.01% 1191

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Orion Portfolio Solutions's PPLI Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of People Inc (PPLI) in Q2 2024, closing a stake of 6,364 shares — an estimated $278K sold.

Orion Portfolio Solutions first reported a position in PPLI in Q4 2019 and held it in 8 quarters. The position peaked at $349K in Q2 2023. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining People Inc position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6,364 People Inc shares in Q2 2024, an estimated $278K.
  • Orion Portfolio Solutions first reported a position in People Inc in Q4 2019 and held it in 8 quarters.
  • Orion Portfolio Solutions's People Inc position peaked at $349K in Q2 2023.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.