SCI
PPLI

S&CO Inc’s People Inc PPLI Stock Holding History

S&CO Inc’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
2026
Q1 		$2.38M Sell
59,425
-10,000
-14% -$379K 0.15% 108
2025
Q4 		$2.71M Hold
69,425
– – 0.17% 102
2025
Q3 		$2.37M Hold
69,425
– – 0.14% 107
2025
Q2 		$2.59M Sell
69,425
-134,843
-66% -$4.87M 0.17% 99
2025
Q1 		$7.7M Sell
204,268
-44,621
-18% -$1.63M 0.52% 49
2024
Q4 		$8.81M Buy
248,889
+1,255
+0.5% +$50.3K 0.6% 45
2024
Q3 		$10.9M Buy
247,634
+9,612
+4% +$400K 0.71% 34
2024
Q2 		$9.15M Buy
238,022
+47,515
+25% +$1.96M 0.64% 40
2024
Q1 		$8.34M Buy
190,507
+98,472
+107% +$4.25M 0.59% 41
2023
Q4 		$3.95M Buy
92,035
+69,483
+308% +$2.72M 0.3% 70
2023
Q3 		$932K Hold
22,552
– – 0.08% 121
2023
Q2 		$1.16M Buy
22,552
+6,095
+37% +$279K 0.09% 110
2023
Q1 		$696K Buy
+16,457
New +$705K 0.06% 127

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 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

S&CO Inc's PPLI Position: Q1 2026 in Review

S&CO Inc reduced its People Inc (PPLI) stake by 14% in Q1 2026, selling an estimated $379K and leaving 59,425 shares worth $2.38M. The position accounts for 0.15% of the portfolio, ranked #108.

S&CO Inc first reported a position in PPLI in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.9M in Q3 2024. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • S&CO Inc held 59,425 shares of People Inc worth $2.38M as of Q1 2026.
  • S&CO Inc sold 10,000 People Inc shares in Q1 2026, an estimated $379K.
  • People Inc made up 0.15% of S&CO Inc's portfolio in Q1 2026, its #108 holding.
  • S&CO Inc first reported a position in People Inc in Q1 2023 and has held it in 13 quarters since.
  • S&CO Inc's People Inc position peaked at $10.9M in Q3 2024.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.