SWM
PPLI

Sugarloaf Wealth Management’s People Inc PPLI Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$10.8K Hold
305
– – ﹤0.01% 491
2024
Q3 		$13.5K Hold
305
– – ﹤0.01% 464
2024
Q2 		$11.7K Hold
305
– – ﹤0.01% 459
2024
Q1 		$13.3K Hold
305
– – ﹤0.01% 457
2023
Q4 		$13.1K Hold
305
– – ﹤0.01% 457
2023
Q3 		$12.6K Hold
305
– – ﹤0.01% 438
2023
Q2 		$15.7K Hold
305
– – ﹤0.01% 420
2023
Q1 		$12.9K Hold
305
– – ﹤0.01% 445
2022
Q4 		$11.1K Hold
305
– – ﹤0.01% 479
2022
Q3 		$14K Hold
305
– – ﹤0.01% 465
2022
Q2 		$19K Hold
305
– – ﹤0.01% 419
2022
Q1 		$25K Hold
305
– – 0.01% 377
2021
Q4 		$33K Hold
305
– – 0.01% 356
2021
Q3 		$33K Buy
+305
New +$33.6K 0.01% 338

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Sugarloaf Wealth Management's PPLI Position: Q4 2024 in Review

Sugarloaf Wealth Management held its People Inc (PPLI) position steady in Q4 2024 at 305 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Sugarloaf Wealth Management first reported a position in PPLI in Q3 2021 and has held it in 14 quarters since. The position peaked at $33K in Q4 2021. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

  • Sugarloaf Wealth Management held 305 shares of People Inc worth $10.8K as of Q4 2024.
  • Sugarloaf Wealth Management left its People Inc share count unchanged in Q4 2024.
  • People Inc made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #491 holding.
  • Sugarloaf Wealth Management first reported a position in People Inc in Q3 2021 and has held it in 14 quarters since.
  • Sugarloaf Wealth Management's People Inc position peaked at $33K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.