Private Ocean’s People Inc PPLI Stock Holding History

Private Ocean’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	$17.9K	Hold	466	–	–	﹤0.01%	341
2024 Q1	$20.4K	Hold	466	–	–	﹤0.01%	309
2023 Q4	$20K	Hold	466	–	–	﹤0.01%	310
2023 Q3	$19.2K	Hold	466	–	–	﹤0.01%	309
2023 Q2	$24K	Hold	466	–	–	﹤0.01%	326
2023 Q1	$19.7K	Hold	466	–	–	﹤0.01%	318
2022 Q4	$17K	Hold	466	–	–	﹤0.01%	323
2022 Q3	$21K	Hold	466	–	–	﹤0.01%	308
2022 Q2	$29K	Buy	+466	New	+$32.9K	﹤0.01%	262

Other funds holding PPLI

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

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

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

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

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

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

Private Ocean's PPLI Position: Q2 2024 in Review

Private Ocean held its People Inc (PPLI) position steady in Q2 2024 at 466 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Private Ocean first reported a position in PPLI in Q2 2022 and has held it in 9 quarters since. The position peaked at $29K in Q2 2022. 357 funds tracked by Wall St. Rank hold PPLI as of Q2 2024.

Private Ocean held 466 shares of People Inc worth $17.9K as of Q2 2024.
Private Ocean left its People Inc share count unchanged in Q2 2024.
People Inc made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #341 holding.
Private Ocean first reported a position in People Inc in Q2 2022 and has held it in 9 quarters since.
Private Ocean's People Inc position peaked at $29K in Q2 2022.
357 funds tracked by Wall St. Rank held People Inc as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.