SkyOak Wealth’s People Inc PPLI Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-9,010	Closed	-$966K	–	255
2021 Q4	$966K	Buy	9,010 +409	+5%	+$46.1K	0.25%	91
2021 Q3	$919K	Sell	8,601 -8	-0.1%	-$882	0.25%	85
2021 Q2	$1.09M	Sell	8,609 -5,044	-37%	-$653K	0.29%	78
2021 Q1	$1.93M	Sell	13,653 -1,849	-12%	-$230K	0.54%	50
2020 Q4	$1.6M	Buy	15,502 +9,307	+150%	+$713K	0.5%	62
2020 Q3	$405K	Buy	+6,195	New	+$425K	0.15%	131

Other funds holding PPLI

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

SAM

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

SkyOak Wealth's PPLI Position: Q1 2022 in Review

SkyOak Wealth sold out of People Inc (PPLI) in Q1 2022, closing a stake of 9,010 shares — an estimated $966K sold.

SkyOak Wealth first reported a position in PPLI in Q3 2020 and held it in 6 quarters. The position peaked at $1.93M in Q1 2021. 425 funds tracked by Wall St. Rank hold PPLI as of Q1 2022.

SkyOak Wealth reported no remaining People Inc position as of Q1 2022 after selling out during the quarter.
SkyOak Wealth sold 9,010 People Inc shares in Q1 2022, an estimated $966K.
SkyOak Wealth first reported a position in People Inc in Q3 2020 and held it in 6 quarters.
SkyOak Wealth's People Inc position peaked at $1.93M in Q1 2021.
425 funds tracked by Wall St. Rank held People Inc as of Q1 2022.

Based on SkyOak Wealth's 13F filing for Q1 2022, filed 18 Apr 2022.