Truist Financial
PPLI

Truist Financial’s People Inc PPLI Stock Holding History

Truist Financial’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
Q4 		– Sell
-6,078
Closed -$268K – 2562
2024
Q3 		$268K Sell
6,078
-144,431
-96% -$6.02M ﹤0.01% 2200
2024
Q2 		$5.78M Sell
150,509
-53,744
-26% -$2.22M 0.01% 803
2024
Q1 		$8.94M Buy
204,253
+771
+0.4% +$33.3K 0.01% 658
2023
Q4 		$8.74M Sell
203,482
-16,760
-8% -$656K 0.01% 665
2023
Q3 		$9.1M Sell
220,242
-14,966
-6% -$726K 0.02% 609
2023
Q2 		$12.1M Sell
235,208
-10,623
-4% -$487K 0.02% 527
2023
Q1 		$10.4M Buy
245,831
+72,099
+42% +$3.09M 0.02% 578
2022
Q4 		$6.33M Sell
173,732
-3,214
-2% -$127K 0.01% 737
2022
Q3 		$8.04M Sell
176,946
-2,993
-2% -$168K 0.02% 631
2022
Q2 		$11.2M Sell
179,939
-5,902
-3% -$416K 0.02% 537
2022
Q1 		$15.3M Sell
185,841
-2,159
-1% -$210K 0.02% 503
2021
Q4 		$20.2M Buy
188,000
+175,335
+1,384% +$19.8M 0.03% 429
2021
Q3 		$1.35M Buy
12,665
+56
+0.4% +$6.17K ﹤0.01% 1448
2021
Q2 		$1.59M Sell
12,609
-6,193
-33% -$802K ﹤0.01% 1407
2021
Q1 		$2.22M Buy
18,802
+1,486
+9% +$185K ﹤0.01% 1188
2020
Q4 		$1.79M Buy
17,316
+1,702
+11% +$130K ﹤0.01% 1219
2020
Q3 		$1.02M Buy
+15,614
New +$1.07M ﹤0.01% 1359
2020
Q1 		– Sell
-5,623
Closed -$251K – 2469
2019
Q4 		$251K Buy
+5,623
New +$227K ﹤0.01% 2252

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Truist Financial's PPLI Position: Q4 2024 in Review

Truist Financial sold out of People Inc (PPLI) in Q4 2024, closing a stake of 6,078 shares — an estimated $268K sold.

Truist Financial first reported a position in PPLI in Q4 2019 and held it in 18 quarters. The position peaked at $20.2M in Q4 2021. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

  • Truist Financial reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
  • Truist Financial sold 6,078 People Inc shares in Q4 2024, an estimated $268K.
  • Truist Financial first reported a position in People Inc in Q4 2019 and held it in 18 quarters.
  • Truist Financial's People Inc position peaked at $20.2M in Q4 2021.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.