SFP
PPLI

Sterling Financial Planning’s People Inc PPLI Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-152
Closed -$16K – 229
2021
Q3 		$16K Hold
152
– – 0.01% 278
2021
Q2 		$19K Sell
152
-77
-34% -$9.97K 0.01% 259
2021
Q1 		$27K Hold
229
– – 0.02% 206
2020
Q4 		$24K Buy
+229
New +$17.6K 0.02% 202

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Sterling Financial Planning's PPLI Position: Q4 2021 in Review

Sterling Financial Planning sold out of People Inc (PPLI) in Q4 2021, closing a stake of 152 shares — an estimated $16K sold.

Sterling Financial Planning first reported a position in PPLI in Q4 2020 and held it in 4 quarters. The position peaked at $27K in Q1 2021. 471 funds tracked by Wall St. Rank hold PPLI as of Q4 2021.

  • Sterling Financial Planning reported no remaining People Inc position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 152 People Inc shares in Q4 2021, an estimated $16K.
  • Sterling Financial Planning first reported a position in People Inc in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's People Inc position peaked at $27K in Q1 2021.
  • 471 funds tracked by Wall St. Rank held People Inc as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.