SIC
PPLI

Salem Investment Counselors’s People Inc PPLI Stock Holding History

Salem Investment Counselors’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
-18
Closed -$942 – 1140
2023
Q2 		$942 Buy
+18
New +$825 ﹤0.01% 1067
2020
Q4 		– Sell
-13
Closed -$1K – 810
2020
Q3 		$1K Sell
13
-26
-67% -$1.78K ﹤0.01% 672
2020
Q2 		$2K Buy
+39
New +$1.73K ﹤0.01% 649

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

Salem Investment Counselors's PPLI Position: Q3 2023 in Review

Salem Investment Counselors sold out of People Inc (PPLI) in Q3 2023, closing a stake of 18 shares — an estimated $942 sold.

Salem Investment Counselors first reported a position in PPLI in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 356 funds tracked by Wall St. Rank hold PPLI as of Q3 2023.

  • Salem Investment Counselors reported no remaining People Inc position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 18 People Inc shares in Q3 2023, an estimated $942.
  • Salem Investment Counselors first reported a position in People Inc in Q2 2020 and held it in 3 quarters.
  • Salem Investment Counselors's People Inc position peaked at $2K in Q2 2020.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.