Pettee Investors’s People Inc PPLI Stock Holding History

Pettee Investors’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 Q4	–	Sell	-8,061	Closed	-$527K	–	122
2020 Q3	$527K	Sell	8,061 -16,559	-67%	-$1.14M	0.3%	76
2020 Q2	$1.42M	Sell	24,620 -11,957	-33%	-$531K	0.88%	33
2020 Q1	$1.17M	Hold	36,577	–	–	0.84%	32
2019 Q4	$1.63M	Sell	36,577 -5,797	-14%	-$234K	0.93%	29
2019 Q3	$1.65M	Sell	42,374 -196	-0.5%	-$8.37K	1.04%	27
2019 Q2	$1.66M	Sell	42,570 -7,761	-15%	-$310K	1.05%	25
2019 Q1	$1.89M	Hold	50,331	–	–	1.19%	21
2018 Q4	$1.65M	Hold	50,331	–	–	1.17%	20
2018 Q3	$1.95M	Sell	50,331 -8,589	-15%	-$279K	1.15%	20
2018 Q2	$1.61M	Hold	58,920	–	–	1.01%	24
2018 Q1	$1.65M	Buy	58,920 +3,229	+6%	+$85.1K	1.02%	22
2017 Q4	$1.22M	Buy	55,691 +957	+2%	+$21.4K	0.74%	35
2017 Q3	$1.15M	Buy	+54,734	New	+$1.06M	0.74%	33

Other funds holding PPLI

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pettee Investors's PPLI Position: Q4 2020 in Review

Pettee Investors sold out of People Inc (PPLI) in Q4 2020, closing a stake of 8,061 shares — an estimated $527K sold.

Pettee Investors first reported a position in PPLI in Q3 2017 and held it in 13 quarters. The position peaked at $1.95M in Q3 2018. 504 funds tracked by Wall St. Rank hold PPLI as of Q4 2020.

Pettee Investors reported no remaining People Inc position as of Q4 2020 after selling out during the quarter.
Pettee Investors sold 8,061 People Inc shares in Q4 2020, an estimated $527K.
Pettee Investors first reported a position in People Inc in Q3 2017 and held it in 13 quarters.
Pettee Investors's People Inc position peaked at $1.95M in Q3 2018.
504 funds tracked by Wall St. Rank held People Inc as of Q4 2020.

Based on Pettee Investors's 13F filing for Q4 2020, filed 8 Feb 2021.