PTC
PPLI

Petrus Trust Company’s People Inc PPLI Stock Holding History

Petrus Trust Company’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
2025
Q3 		– Sell
-17,584
Closed -$657K – 335
2025
Q2 		$657K Buy
17,584
+4,399
+33% +$159K 0.07% 50
2025
Q1 		$497K Sell
13,185
-9,063
-41% -$331K 0.05% 194
2024
Q4 		$787K Buy
+22,248
New +$891K 0.08% 78
2024
Q1 		– Sell
-9,940
Closed -$427K – 711
2023
Q4 		$427K Buy
+9,940
New +$389K 0.04% 287
2023
Q2 		– Sell
-9,217
Closed -$390K – 665
2023
Q1 		$390K Sell
9,217
-7,911
-46% -$339K 0.05% 181
2022
Q4 		$624K Buy
17,128
+10,650
+164% +$421K 0.08% 53
2022
Q3 		$294K Buy
+6,478
New +$365K 0.04% 80
2016
Q2 		– Sell
-47,421
Closed -$399K – 183
2016
Q1 		$399K Buy
+47,421
New +$408K 0.08% 68

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
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Petrus Trust Company's PPLI Position: Q3 2025 in Review

Petrus Trust Company sold out of People Inc (PPLI) in Q3 2025, closing a stake of 17,584 shares — an estimated $657K sold.

Petrus Trust Company first reported a position in PPLI in Q1 2016 and held it in 8 quarters. The position peaked at $787K in Q4 2024. 346 funds tracked by Wall St. Rank hold PPLI as of Q3 2025.

  • Petrus Trust Company reported no remaining People Inc position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 17,584 People Inc shares in Q3 2025, an estimated $657K.
  • Petrus Trust Company first reported a position in People Inc in Q1 2016 and held it in 8 quarters.
  • Petrus Trust Company's People Inc position peaked at $787K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held People Inc as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.