TFP
PPLI

Tilia Fiduciary Partners’s People Inc PPLI Stock Holding History

Tilia Fiduciary 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
2022
Q4 		– Sell
-93
Closed -$4K – 522
2022
Q3 		$4K Sell
93
-219
-70% -$12.3K ﹤0.01% 437
2022
Q2 		$19K Sell
312
-31
-9% -$2.19K 0.02% 306
2022
Q1 		$28K Sell
343
-73
-18% -$7.09K 0.02% 272
2021
Q4 		$45K Buy
+416
New +$46.9K 0.04% 234

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Tilia Fiduciary Partners's PPLI Position: Q4 2022 in Review

Tilia Fiduciary Partners sold out of People Inc (PPLI) in Q4 2022, closing a stake of 93 shares — an estimated $4K sold.

Tilia Fiduciary Partners first reported a position in PPLI in Q4 2021 and held it in 4 quarters. The position peaked at $45K in Q4 2021. 379 funds tracked by Wall St. Rank hold PPLI as of Q4 2022.

  • Tilia Fiduciary Partners reported no remaining People Inc position as of Q4 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 93 People Inc shares in Q4 2022, an estimated $4K.
  • Tilia Fiduciary Partners first reported a position in People Inc in Q4 2021 and held it in 4 quarters.
  • Tilia Fiduciary Partners's People Inc position peaked at $45K in Q4 2021.
  • 379 funds tracked by Wall St. Rank held People Inc as of Q4 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q4 2022, filed 10 Feb 2023.