Tortoise Investment Management’s People Inc PPLI Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-420	Closed	-$14.3K	–	776
2025 Q3	$14.3K	Hold	420	–	–	﹤0.01%	565
2025 Q2	$15.7K	Sell	420 -92	-18%	-$3.33K	﹤0.01%	550
2025 Q1	$19.3K	Hold	512	–	–	﹤0.01%	505
2024 Q4	$18.1K	Hold	512	–	–	﹤0.01%	559
2024 Q3	$22.6K	Hold	512	–	–	﹤0.01%	535
2024 Q2	$19.7K	Hold	512	–	–	﹤0.01%	532
2024 Q1	$22.4K	Hold	512	–	–	﹤0.01%	495
2023 Q4	$22K	Hold	512	–	–	﹤0.01%	469
2023 Q3	$21.2K	Hold	512	–	–	﹤0.01%	459
2023 Q2	$26.4K	Hold	512	–	–	﹤0.01%	434
2023 Q1	$21.7K	Hold	512	–	–	﹤0.01%	446
2022 Q4	$18.6K	Hold	512	–	–	﹤0.01%	468
2022 Q3	$23K	Hold	512	–	–	﹤0.01%	423
2022 Q2	$32K	Buy	+512	New	+$36.1K	0.01%	346
2021 Q2	–	Sell	-84	Closed	-$10K	–	605
2021 Q1	$10K	Hold	84	–	–	﹤0.01%	444
2020 Q4	$9K	Hold	84	–	–	﹤0.01%	429
2020 Q3	$6K	Sell	84 -173	-67%	-$11.9K	﹤0.01%	427
2020 Q2	$15K	Hold	257	–	–	﹤0.01%	331
2020 Q1	$8K	Sell	257 -230	-47%	-$9.11K	﹤0.01%	391
2019 Q4	$22K	Hold	487	–	–	0.01%	306
2019 Q3	$19K	Buy	487 +280	+135%	+$12K	﹤0.01%	325
2019 Q2	$8K	Hold	207	–	–	﹤0.01%	459
2019 Q1	$8K	Buy	+207	New	+$7.66K	﹤0.01%	435

Other funds holding PPLI

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

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

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Tortoise Investment Management's PPLI Position: Q4 2025 in Review

Tortoise Investment Management sold out of People Inc (PPLI) in Q4 2025, closing a stake of 420 shares — an estimated $14.3K sold.

Tortoise Investment Management first reported a position in PPLI in Q1 2019 and held it in 23 quarters. The position peaked at $32K in Q2 2022. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

Tortoise Investment Management reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 420 People Inc shares in Q4 2025, an estimated $14.3K.
Tortoise Investment Management first reported a position in People Inc in Q1 2019 and held it in 23 quarters.
Tortoise Investment Management's People Inc position peaked at $32K in Q2 2022.
355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.