RTL
PPLI

Red Tortoise LLC’s People Inc PPLI Stock Holding History

Red Tortoise LLC’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
2023
Q3 		– Sell
-11
Closed -$565 – 567
2023
Q2 		$565 Hold
11
– – ﹤0.01% 536
2023
Q1 		$464 Hold
11
– – ﹤0.01% 550
2022
Q4 		$400 Buy
+11
New +$435 ﹤0.01% 573
2021
Q4 		– Sell
-11
Closed – – 271
2021
Q3 		$0 Buy
+11
New +$1.21K ﹤0.01% 542

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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Red Tortoise LLC's PPLI Position: Q3 2023 in Review

Red Tortoise LLC sold out of People Inc (PPLI) in Q3 2023, closing a stake of 11 shares — an estimated $565 sold.

Red Tortoise LLC first reported a position in PPLI in Q3 2021 and held it in 4 quarters. The position peaked at $565 in Q2 2023. 356 funds tracked by Wall St. Rank hold PPLI as of Q3 2023.

  • Red Tortoise LLC reported no remaining People Inc position as of Q3 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 11 People Inc shares in Q3 2023, an estimated $565.
  • Red Tortoise LLC first reported a position in People Inc in Q3 2021 and held it in 4 quarters.
  • Red Tortoise LLC's People Inc position peaked at $565 in Q2 2023.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q3 2023.

Based on Red Tortoise LLC's 13F filing for Q3 2023, filed 2 Nov 2023.