SFP
PPLI

Sweet Financial Partners’s People Inc PPLI Stock Holding History

Sweet Financial Partners’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
Q3 		$484K Hold
10,971
– – 0.1% 127
2024
Q2 		$422K Hold
10,971
– – 0.1% 132
2024
Q1 		$480K Hold
10,971
– – 0.11% 126
2023
Q4 		$471K Hold
10,971
– – 0.11% 125
2023
Q3 		$454K Hold
10,971
– – 0.12% 111
2023
Q2 		$565K Hold
10,971
– – 0.15% 99
2023
Q1 		$464K Hold
10,971
– – 0.13% 109
2022
Q4 		$400K Buy
+10,971
New +$434K 0.12% 114

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $232M AUM 27.09% 1-Year Est. Return

Sweet Financial Partners's PPLI Position: Q3 2024 in Review

Sweet Financial Partners held its People Inc (PPLI) position steady in Q3 2024 at 10,971 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #127.

Sweet Financial Partners first reported a position in PPLI in Q4 2022 and has held it in 8 quarters since. The position peaked at $565K in Q2 2023. 367 funds tracked by Wall St. Rank hold PPLI as of Q3 2024.

  • Sweet Financial Partners held 10,971 shares of People Inc worth $484K as of Q3 2024.
  • Sweet Financial Partners left its People Inc share count unchanged in Q3 2024.
  • People Inc made up 0.1% of Sweet Financial Partners's portfolio in Q3 2024, its #127 holding.
  • Sweet Financial Partners first reported a position in People Inc in Q4 2022 and has held it in 8 quarters since.
  • Sweet Financial Partners's People Inc position peaked at $565K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held People Inc as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.