Tacita Capital’s People Inc PPLI Stock Holding History

Tacita Capital’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	-171	Closed	-$6K	–	189
2022 Q4	$6K	Hold	171	–	–	﹤0.01%	186
2022 Q3	$8K	Hold	171	–	–	0.01%	183
2022 Q2	$11K	Hold	171	–	–	0.01%	185
2022 Q1	$14K	Hold	171	–	–	0.01%	188
2021 Q4	$18K	Hold	171	–	–	0.01%	171
2021 Q3	$18K	Hold	171	–	–	0.01%	162
2021 Q2	$22K	Sell	171 -86	-33%	-$11.1K	0.01%	164
2021 Q1	$30K	Hold	257	–	–	0.02%	163
2020 Q4	$27K	Buy	+257	New	+$19.7K	0.02%	165

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $36.1B AUM 11.5% 1-Year Est. Return

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

Tacita Capital's PPLI Position: Q1 2023 in Review

Tacita Capital sold out of People Inc (PPLI) in Q1 2023, closing a stake of 171 shares — an estimated $6K sold.

Tacita Capital first reported a position in PPLI in Q4 2020 and held it in 9 quarters. The position peaked at $30K in Q1 2021. 370 funds tracked by Wall St. Rank hold PPLI as of Q1 2023.

Tacita Capital reported no remaining People Inc position as of Q1 2023 after selling out during the quarter.
Tacita Capital sold 171 People Inc shares in Q1 2023, an estimated $6K.
Tacita Capital first reported a position in People Inc in Q4 2020 and held it in 9 quarters.
Tacita Capital's People Inc position peaked at $30K in Q1 2021.
370 funds tracked by Wall St. Rank held People Inc as of Q1 2023.

Based on Tacita Capital's 13F filing for Q1 2023, filed 11 May 2023.