UOC
PPLI

UBS O'Connor’s People Inc PPLI Stock Holding History

UBS O'Connor’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
-30,475
Closed -$1.35M – 497
2024
Q3 		$1.35M Sell
30,475
-3,048
-9% -$127K 0.03% 242
2024
Q2 		$1.29M Buy
+33,523
New +$1.39M 0.04% 263
2020
Q2 		– Sell
-1,828,344
Closed -$58.6M – 412
2020
Q1 		$58.6M Buy
+1,828,344
New +$72.4M 1.21% 16
2019
Q3 		– Sell
-29,728
Closed -$1.16M – 340
2019
Q2 		$1.16M Sell
29,728
-58,215
-66% -$2.32M 0.02% 169
2019
Q1 		$3.3M Sell
87,943
-178,538
-67% -$6.61M 0.09% 134
2018
Q4 		$8.72M Buy
+266,481
New +$8.94M 0.31% 57
2018
Q2 		– Sell
-54,186
Closed -$1.51M – 316
2018
Q1 		$1.51M Sell
54,186
-220,330
-80% -$5.81M 0.03% 204
2017
Q4 		$6M Buy
274,516
+75,650
+38% +$1.69M 0.11% 137
2017
Q3 		$4.18M Sell
198,866
-281,270
-59% -$5.46M 0.06% 208
2017
Q2 		$8.86M Buy
+480,136
New +$8.15M 0.14% 134
2016
Q4 		– Sell
-637,916
Closed -$7.12M – 432
2016
Q3 		$7.12M Buy
+637,916
New +$6.73M 0.11% 172
2016
Q1 		– Sell
-178,678
Closed -$1.92M – 494
2015
Q4 		$1.92M Buy
+178,678
New +$2.07M 0.02% 326
2015
Q2 		– Sell
-82,476
Closed -$995K – 858
2015
Q1 		$995K Buy
82,476
+44,220
+116% +$511K 0.01% 519
2014
Q4 		$416K Buy
+38,256
New +$433K 0.01% 460
2013
Q3 		– Sell
-118,276
Closed -$1M – 500
2013
Q2 		$1M Buy
+118,276
New +$1.01M 0.02% 366

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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 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
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

UBS O'Connor's PPLI Position: Q4 2024 in Review

UBS O'Connor sold out of People Inc (PPLI) in Q4 2024, closing a stake of 30,475 shares — an estimated $1.35M sold.

UBS O'Connor first reported a position in PPLI in Q2 2013 and held it in 15 quarters. The position peaked at $58.6M in Q1 2020. 357 funds tracked by Wall St. Rank hold PPLI as of Q4 2024.

  • UBS O'Connor reported no remaining People Inc position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 30,475 People Inc shares in Q4 2024, an estimated $1.35M.
  • UBS O'Connor first reported a position in People Inc in Q2 2013 and held it in 15 quarters.
  • UBS O'Connor's People Inc position peaked at $58.6M in Q1 2020.
  • 357 funds tracked by Wall St. Rank held People Inc as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.