Sumitomo Mitsui Trust Group
PPLI

Sumitomo Mitsui Trust Group’s People Inc PPLI Stock Holding History

Sumitomo Mitsui Trust Group’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
Q1 		– Sell
-22,310
Closed -$813K – 1166
2022
Q4 		$813K Sell
22,310
-252,033
-92% -$9.97M ﹤0.01% 1050
2022
Q3 		$12.5M Buy
274,343
+1,286
+0.5% +$72.4K 0.01% 769
2022
Q2 		$17M Buy
+273,057
New +$19.3M 0.01% 744
2022
Q1 		– Sell
-264,256
Closed -$28.3M – 1203
2021
Q4 		$28.3M Sell
264,256
-5,927
-2% -$669K 0.02% 665
2021
Q3 		$28.9M Buy
270,183
+4,133
+2% +$456K 0.02% 662
2021
Q2 		$33.6M Sell
266,050
-196,888
-43% -$25.5M 0.02% 645
2021
Q1 		$54.7M Sell
462,938
-58,069
-11% -$7.21M 0.03% 515
2020
Q4 		$53.8M Sell
521,007
-19,851
-4% -$1.52M 0.03% 507
2020
Q3 		$35.4M Buy
+540,858
New +$37.1M 0.02% 584
2020
Q2 		– Sell
-1,883,297
Closed -$60.3M – 1117
2020
Q1 		$60.3M Buy
1,883,297
+69,758
+4% +$2.76M 0.05% 387
2019
Q4 		$80.7M Sell
1,813,539
-27,014
-1% -$1.09M 0.06% 330
2019
Q3 		$71.7M Sell
1,840,553
-39,554
-2% -$1.69M 0.06% 329
2019
Q2 		$73.1M Buy
1,880,107
+61,001
+3% +$2.43M 0.07% 324
2019
Q1 		$68.3M Buy
1,819,106
+22,672
+1% +$839K 0.06% 325
2018
Q4 		$58.2M Buy
1,796,434
+138,297
+8% +$4.64M 0.06% 319
2018
Q3 		$64.2M Buy
1,658,137
+218,489
+15% +$7.09M 0.07% 310
2018
Q2 		$39.2M Buy
1,439,648
+116,480
+9% +$3.19M 0.05% 436
2018
Q1 		$37M Buy
1,323,168
+68,348
+5% +$1.8M 0.05% 420
2017
Q4 		$27.4M Buy
1,254,820
+1,234,895
+6,198% +$27.6M 0.04% 527
2017
Q3 		$419K Buy
19,925
+1,096
+6% +$21.3K ﹤0.01% 859
2017
Q2 		$347K Hold
18,829
– – ﹤0.01% 852
2017
Q1 		$248K Sell
18,829
-3,172
-14% -$41.3K ﹤0.01% 865
2016
Q4 		$255K Buy
+22,001
New +$258K ﹤0.01% 856
2016
Q3 		– Sell
-22,001
Closed -$221K – 866
2016
Q2 		$221K Buy
+22,001
New +$204K ﹤0.01% 842

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 $1.56T AUM 27.86% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group's PPLI Position: Q1 2023 in Review

Sumitomo Mitsui Trust Group sold out of People Inc (PPLI) in Q1 2023, closing a stake of 22,310 shares — an estimated $813K sold.

Sumitomo Mitsui Trust Group first reported a position in PPLI in Q2 2016 and held it in 24 quarters. The position peaked at $80.7M in Q4 2019. 370 funds tracked by Wall St. Rank hold PPLI as of Q1 2023.

  • Sumitomo Mitsui Trust Group reported no remaining People Inc position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 22,310 People Inc shares in Q1 2023, an estimated $813K.
  • Sumitomo Mitsui Trust Group first reported a position in People Inc in Q2 2016 and held it in 24 quarters.
  • Sumitomo Mitsui Trust Group's People Inc position peaked at $80.7M in Q4 2019.
  • 370 funds tracked by Wall St. Rank held People Inc as of Q1 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2023, filed 27 Apr 2023.