SS
PPLI

Simplicity Solutions’s People Inc PPLI Stock Holding History

Simplicity Solutions’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
Q4 		$4.61M Sell
107,391
-411
-0.4% -$16.1K 0.13% 146
2023
Q3 		$4.46M Sell
107,802
-579
-0.5% -$28.1K 0.14% 134
2023
Q2 		$5.58M Sell
108,381
-2,605
-2% -$119K 0.15% 127
2023
Q1 		$4.7M Buy
+110,986
New +$4.75M 0.12% 152
2020
Q1 		– Sell
-6,082
Closed -$271K – 801
2019
Q4 		$271K Sell
6,082
-90
-1% -$3.63K 0.01% 702
2019
Q3 		$240K Sell
6,172
-123
-2% -$5.25K 0.01% 638
2019
Q2 		$245K Buy
6,295
+185
+3% +$7.38K 0.01% 568
2019
Q1 		$229K Buy
+6,110
New +$226K 0.01% 637
2018
Q4 		– Sell
-6,267
Closed -$243K – 694
2018
Q3 		$243K Buy
+6,267
New +$203K 0.01% 467

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 $1.81T AUM 41.13% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $232M AUM 27.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Simplicity Solutions's PPLI Position: Q4 2023 in Review

Simplicity Solutions reduced its People Inc (PPLI) stake by 0.38% in Q4 2023, selling an estimated $16.1K and leaving 107,391 shares worth $4.61M. The position accounts for 0.13% of the portfolio, ranked #146.

Simplicity Solutions first reported a position in PPLI in Q3 2018 and has held it in 9 quarters since. The position peaked at $5.58M in Q2 2023. 354 funds tracked by Wall St. Rank hold PPLI as of Q4 2023.

  • Simplicity Solutions held 107,391 shares of People Inc worth $4.61M as of Q4 2023.
  • Simplicity Solutions sold 411 People Inc shares in Q4 2023, an estimated $16.1K.
  • People Inc made up 0.13% of Simplicity Solutions's portfolio in Q4 2023, its #146 holding.
  • Simplicity Solutions first reported a position in People Inc in Q3 2018 and has held it in 9 quarters since.
  • Simplicity Solutions's People Inc position peaked at $5.58M in Q2 2023.
  • 354 funds tracked by Wall St. Rank held People Inc as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.