Sargent Bickham Lagudis’s People Inc PPLI Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$28.4K	Hold	780	–	–	﹤0.01%	541
2022 Q3	$35K	Hold	780	–	–	﹤0.01%	476
2022 Q2	$49K	Hold	780	–	–	﹤0.01%	425
2022 Q1	$64K	Hold	780	–	–	0.01%	403
2021 Q4	$84K	Hold	780	–	–	0.01%	362
2021 Q3	$83K	Hold	780	–	–	0.01%	360
2021 Q2	$99K	Sell	780 -614	-44%	-$79.5K	0.01%	345
2021 Q1	$165K	Buy	1,394 +5	+0.4%	+$621	0.01%	264
2020 Q4	$144K	Hold	1,389	–	–	0.01%	282
2020 Q3	$91K	Sell	1,389 -2,472	-64%	-$170K	0.01%	307
2020 Q2	$223K	Hold	3,861	–	–	0.02%	190
2020 Q1	$124K	Buy	+3,861	New	+$153K	0.02%	235
2019 Q3	–	Sell	-2,798	Closed	-$109K	–	742
2019 Q2	$109K	Hold	2,798	–	–	0.01%	270
2019 Q1	$105K	Hold	2,798	–	–	0.01%	281
2018 Q4	$92K	Hold	2,798	–	–	0.01%	282
2018 Q3	$108K	Hold	2,798	–	–	0.01%	264
2018 Q2	$76K	Hold	2,798	–	–	0.01%	305
2018 Q1	$78K	Hold	2,798	–	–	0.01%	295
2017 Q4	$61K	Hold	2,798	–	–	0.01%	346
2017 Q3	$59K	Hold	2,798	–	–	0.01%	348
2017 Q2	$52K	Hold	2,798	–	–	0.01%	354
2017 Q1	$37K	Hold	2,798	–	–	﹤0.01%	403
2016 Q4	$32K	Hold	2,798	–	–	﹤0.01%	402
2016 Q3	$31	Hold	2,798	–	–	﹤0.01%	421
2016 Q2	$28K	Hold	2,798	–	–	﹤0.01%	412
2016 Q1	$24K	Buy	+2,798	New	+$24.1K	﹤0.01%	457

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Sargent Bickham Lagudis's PPLI Position: Q4 2022 in Review

Sargent Bickham Lagudis held its People Inc (PPLI) position steady in Q4 2022 at 780 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Sargent Bickham Lagudis first reported a position in PPLI in Q1 2016 and has held it in 26 quarters since. The position peaked at $223K in Q2 2020. 379 funds tracked by Wall St. Rank hold PPLI as of Q4 2022.

Sargent Bickham Lagudis held 780 shares of People Inc worth $28.4K as of Q4 2022.
Sargent Bickham Lagudis left its People Inc share count unchanged in Q4 2022.
People Inc made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #541 holding.
Sargent Bickham Lagudis first reported a position in People Inc in Q1 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's People Inc position peaked at $223K in Q2 2020.
379 funds tracked by Wall St. Rank held People Inc as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.