SIAP
PPHI

Sterling Investment Advisors (Pennsylvania)’s Positive Physicians Holdings, Inc. Common Stock PPHI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio PPHI Stock Details PPHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,500
Closed -$18K – 582
2022
Q2 		$18K Hold
2,500
– – 0.01% 340
2022
Q1 		$28K Hold
2,500
– – 0.01% 327
2021
Q4 		$26K Hold
2,500
– – 0.01% 336
2021
Q3 		$19K Hold
2,500
– – 0.01% 367
2021
Q2 		$19K Hold
2,500
– – 0.01% 362
2021
Q1 		$18K Hold
2,500
– – 0.01% 358
2020
Q4 		$20K Hold
2,500
– – 0.01% 310
2020
Q3 		$25K Hold
2,500
– – 0.01% 268
2020
Q2 		$25K Hold
2,500
– – 0.01% 276
2020
Q1 		$25K Buy
+2,500
New +$28.1K 0.01% 247

Other funds holding PPHI

JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PPHI Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Positive Physicians Holdings, Inc. Common Stock (PPHI) in Q3 2022, closing a stake of 2,500 shares — an estimated $18K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PPHI in Q1 2020 and held it in 10 quarters. The position peaked at $28K in Q1 2022. 1 fund tracked by Wall St. Rank holds PPHI as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Positive Physicians Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,500 Positive Physicians Holdings, Inc. Common Stock shares in Q3 2022, an estimated $18K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Positive Physicians Holdings, Inc. Common Stock in Q1 2020 and held it in 10 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Positive Physicians Holdings, Inc. Common Stock position peaked at $28K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Positive Physicians Holdings, Inc. Common Stock as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.