RJA
PPLI

Raymond James & Associates’s People Inc PPLI Stock Holding History

Raymond James & Associates’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
2017
Q1 		– Sell
-101,277
Closed -$28K – 3344
2016
Q4 		$28K Sell
101,277
-1,678
-2% -$19.6K ﹤0.01% 3128
2016
Q3 		$49K Buy
+102,955
New +$1.09M ﹤0.01% 3080

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
UBS AM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

Raymond James & Associates's PPLI Position: Q3 2024 in Review

Raymond James & Associates increased its People Inc (PPLI) stake by 7.7% in Q3 2024, buying an estimated $176K and bringing the position to 58,942 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Raymond James & Associates first reported a position in PPLI in Q2 2013 and has held it in 46 quarters since. The position peaked at $10.5M in Q4 2013. 367 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

  • Raymond James & Associates held 58,942 shares of People Inc worth $2.6M as of Q3 2024.
  • Raymond James & Associates bought 4,231 People Inc shares in Q3 2024, an estimated $176K.
  • People Inc made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2077 holding.
  • Raymond James & Associates first reported a position in People Inc in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's People Inc position peaked at $10.5M in Q4 2013.
  • 367 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.