V
PPLI

Veritable’s People Inc PPLI Stock Holding History

Veritable’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
Q1 		– Sell
-2,002
Closed -$215K – 927
2021
Q4 		$215K Buy
+2,002
New +$226K ﹤0.01% 858
2021
Q3 		– Sell
-1,880
Closed -$238K – 894
2021
Q2 		$238K Sell
1,880
-945
-33% -$122K ﹤0.01% 765
2021
Q1 		$334K Buy
2,825
+14
+0.5% +$1.74K 0.01% 622
2020
Q4 		$290K Buy
+2,811
New +$215K 0.01% 637
2020
Q3 		– Sell
-4,700
Closed -$272K – 769
2020
Q2 		$272K Sell
4,700
-1,572
-25% -$69.8K 0.01% 617
2020
Q1 		$201K Buy
6,272
+56
+0.9% +$2.22K ﹤0.01% 673
2019
Q4 		$277K Hold
6,216
– – 0.01% 701
2019
Q3 		$242K Hold
6,216
– – ﹤0.01% 713
2019
Q2 		$242K Buy
+6,216
New +$248K ﹤0.01% 713

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Veritable's PPLI Position: Q1 2022 in Review

Veritable sold out of People Inc (PPLI) in Q1 2022, closing a stake of 2,002 shares — an estimated $215K sold.

Veritable first reported a position in PPLI in Q2 2019 and held it in 9 quarters. The position peaked at $334K in Q1 2021. 425 funds tracked by Wall St. Rank hold PPLI as of Q1 2022.

  • Veritable reported no remaining People Inc position as of Q1 2022 after selling out during the quarter.
  • Veritable sold 2,002 People Inc shares in Q1 2022, an estimated $215K.
  • Veritable first reported a position in People Inc in Q2 2019 and held it in 9 quarters.
  • Veritable's People Inc position peaked at $334K in Q1 2021.
  • 425 funds tracked by Wall St. Rank held People Inc as of Q1 2022.

Based on Veritable's 13F filing for Q1 2022, filed 11 May 2022.