VeraBank’s People Inc PPLI Stock Holding History

VeraBank’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
2021 Q3	–	Sell	-1,829	Closed	-$231K	–	127
2021 Q2	$231K	Sell	1,829 -919	-33%	-$119K	0.14%	111
2021 Q1	$324K	Hold	2,748	–	–	0.21%	88
2020 Q4	$281K	Buy	+2,748	New	+$211K	0.2%	92
2020 Q2	–	Sell	-8,393	Closed	-$269K	–	105
2020 Q1	$269K	Buy	+8,393	New	+$332K	0.26%	80

Other funds holding PPLI

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

DSA

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

VeraBank's PPLI Position: Q3 2021 in Review

VeraBank sold out of People Inc (PPLI) in Q3 2021, closing a stake of 1,829 shares — an estimated $231K sold.

VeraBank first reported a position in PPLI in Q1 2020 and held it in 4 quarters. The position peaked at $324K in Q1 2021. 465 funds tracked by Wall St. Rank hold PPLI as of Q3 2021.

VeraBank reported no remaining People Inc position as of Q3 2021 after selling out during the quarter.
VeraBank sold 1,829 People Inc shares in Q3 2021, an estimated $231K.
VeraBank first reported a position in People Inc in Q1 2020 and held it in 4 quarters.
VeraBank's People Inc position peaked at $324K in Q1 2021.
465 funds tracked by Wall St. Rank held People Inc as of Q3 2021.

Based on VeraBank's 13F filing for Q3 2021, filed 7 Oct 2021.