RA
PPLI

Rational Advisors’s People Inc PPLI Stock Holding History

Rational Advisors’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
2021
Q3 		– Sell
-20,114
Closed -$2.54M – 201
2021
Q2 		$2.54M Buy
+20,114
New +$2.61M 0.3% 39
2020
Q4 		– Sell
-343
Closed -$22K – 393
2020
Q3 		$22K Buy
+343
New +$23.5K 0.01% 223
2020
Q1 		– Sell
-25,067
Closed -$1.12M – 332
2019
Q4 		$1.12M Sell
25,067
-50,191
-67% -$2.02M 0.52% 55
2019
Q3 		$2.93M Buy
75,258
+33,292
+79% +$1.42M 1.14% 16
2019
Q2 		$1.63M Buy
+41,966
New +$1.67M 0.58% 44
2013
Q4 		$53K Sell
4,280
-286
-6% -$2.95K ﹤0.01% 686
2013
Q3 		$45K Hold
4,566
– – ﹤0.01% 717
2013
Q2 		$39K Buy
+4,566
New +$38.9K ﹤0.01% 723

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Rational Advisors's PPLI Position: Q3 2021 in Review

Rational Advisors sold out of People Inc (PPLI) in Q3 2021, closing a stake of 20,114 shares — an estimated $2.54M sold.

Rational Advisors first reported a position in PPLI in Q2 2013 and held it in 8 quarters. The position peaked at $2.93M in Q3 2019. 465 funds tracked by Wall St. Rank hold PPLI as of Q3 2021.

  • Rational Advisors reported no remaining People Inc position as of Q3 2021 after selling out during the quarter.
  • Rational Advisors sold 20,114 People Inc shares in Q3 2021, an estimated $2.54M.
  • Rational Advisors first reported a position in People Inc in Q2 2013 and held it in 8 quarters.
  • Rational Advisors's People Inc position peaked at $2.93M in Q3 2019.
  • 465 funds tracked by Wall St. Rank held People Inc as of Q3 2021.

Based on Rational Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.