OWD
PPLI

Osborn Williams & Donohoe’s People Inc PPLI Stock Holding History

Osborn Williams & Donohoe’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
2020
Q1 		$828K Sell
25,851
-280
-1% -$11.1K 0.11% 151
2019
Q4 		$1.16M Sell
26,131
-22,292
-46% -$899K 0.12% 157
2019
Q3 		$1.89M Buy
48,423
+700
+1% +$29.9K 0.19% 128
2019
Q2 		$1.85M Buy
47,723
+9,881
+26% +$394K 0.19% 124
2019
Q1 		$1.46M Buy
37,842
+15,460
+69% +$572K 0.15% 148
2018
Q4 		$732K Hold
22,382
– – 0.13% 132
2018
Q3 		$867K Hold
22,382
– – 0.13% 134
2018
Q2 		$610K Hold
22,382
– – 0.1% 147
2018
Q1 		$626K Hold
22,382
– – 0.11% 143
2017
Q4 		$489K Hold
22,382
– – 0.08% 160
2017
Q3 		$470K Hold
22,382
– – 0.08% 162
2017
Q2 		$413K Hold
22,382
– – 0.07% 165
2017
Q1 		$295K Hold
22,382
– – 0.05% 185
2016
Q4 		$259K Hold
22,382
– – 0.05% 192
2016
Q3 		$250K Hold
22,382
– – 0.05% 195
2016
Q2 		$225K Buy
+22,382
New +$207K 0.04% 199
2016
Q1 		– Sell
-22,382
Closed -$240K – 228
2015
Q4 		$240K Hold
22,382
– – 0.05% 186
2015
Q3 		$268K Hold
22,382
– – 0.06% 175
2015
Q2 		$327K Hold
22,382
– – 0.07% 169
2015
Q1 		$270K Hold
22,382
– – 0.05% 196
2014
Q4 		$243K Hold
22,382
– – 0.05% 201
2014
Q3 		$264K Hold
22,382
– – 0.06% 193
2014
Q2 		$261K Hold
22,382
– – 0.05% 195
2014
Q1 		$286K Hold
22,382
– – 0.06% 184
2013
Q4 		$275K Buy
+22,382
New +$231K 0.06% 185

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osborn Williams & Donohoe's PPLI Position: Q1 2020 in Review

Osborn Williams & Donohoe reduced its People Inc (PPLI) stake by 1.1% in Q1 2020, selling an estimated $11.1K and leaving 25,851 shares worth $828K. The position accounts for 0.11% of the portfolio, ranked #151.

Osborn Williams & Donohoe first reported a position in PPLI in Q4 2013 and has held it in 25 quarters since. The position peaked at $1.89M in Q3 2019. 492 funds tracked by Wall St. Rank hold PPLI as of Q1 2020.

  • Osborn Williams & Donohoe held 25,851 shares of People Inc worth $828K as of Q1 2020.
  • Osborn Williams & Donohoe sold 280 People Inc shares in Q1 2020, an estimated $11.1K.
  • People Inc made up 0.11% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #151 holding.
  • Osborn Williams & Donohoe first reported a position in People Inc in Q4 2013 and has held it in 25 quarters since.
  • Osborn Williams & Donohoe's People Inc position peaked at $1.89M in Q3 2019.
  • 492 funds tracked by Wall St. Rank held People Inc as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.