PAIM
PPLI

Punch & Associates Investment Management’s People Inc PPLI Stock Holding History

Punch & Associates Investment Management’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
Q1 		– Sell
-163,958
Closed -$7.05M – 199
2023
Q4 		$7.05M Sell
163,958
-4,053
-2% -$159K 0.41% 107
2023
Q3 		$6.95M Sell
168,011
-573
-0.3% -$27.8K 0.44% 93
2023
Q2 		$8.69M Buy
168,584
+6,347
+4% +$291K 0.53% 83
2023
Q1 		$6.87M Buy
162,237
+56,928
+54% +$2.44M 0.44% 101
2022
Q4 		$3.84M Sell
105,309
-1,105
-1% -$43.7K 0.25% 126
2022
Q3 		$4.83M Buy
106,414
+3,250
+3% +$183K 0.34% 116
2022
Q2 		$6.43M Buy
103,164
+11,680
+13% +$824K 0.45% 95
2022
Q1 		$7.53M Buy
91,484
+9,223
+11% +$896K 0.43% 104
2021
Q4 		$8.82M Buy
82,261
+1,017
+1% +$115K 0.46% 88
2021
Q3 		$8.68M Buy
81,244
+34,559
+74% +$3.81M 0.5% 86
2021
Q2 		$5.9M Sell
46,685
-22,844
-33% -$2.96M 0.33% 119
2021
Q1 		$8.21M Buy
69,529
+1,217
+2% +$151K 0.49% 86
2020
Q4 		$7.06M Buy
+68,312
New +$5.24M 0.49% 86

Other funds holding PPLI

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Punch & Associates Investment Management's PPLI Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of People Inc (PPLI) in Q1 2024, closing a stake of 163,958 shares — an estimated $7.05M sold.

Punch & Associates Investment Management first reported a position in PPLI in Q4 2020 and held it in 13 quarters. The position peaked at $8.82M in Q4 2021. 366 funds tracked by Wall St. Rank hold PPLI as of Q1 2024.

  • Punch & Associates Investment Management reported no remaining People Inc position as of Q1 2024 after selling out during the quarter.
  • Punch & Associates Investment Management sold 163,958 People Inc shares in Q1 2024, an estimated $7.05M.
  • Punch & Associates Investment Management first reported a position in People Inc in Q4 2020 and held it in 13 quarters.
  • Punch & Associates Investment Management's People Inc position peaked at $8.82M in Q4 2021.
  • 366 funds tracked by Wall St. Rank held People Inc as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.