WRF
PPLI

Waddell & Reed Financial’s People Inc PPLI Stock Holding History

Waddell & Reed 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
2021
Q1 		$132M Buy
1,121,795
+403,600
+56% +$50.1M 0.27% 103
2020
Q4 		$74.2M Buy
+718,195
New +$55M 0.16% 175
2019
Q4 		– Sell
-20,681
Closed -$806K – 459
2019
Q3 		$806K Buy
+20,681
New +$883K ﹤0.01% 443

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Waddell & Reed Financial's PPLI Position: Q1 2021 in Review

Waddell & Reed Financial increased its People Inc (PPLI) stake by 56% in Q1 2021, buying an estimated $50.1M and bringing the position to 1,121,795 shares worth $132M. The position accounts for 0.27% of the portfolio, ranked #103.

Waddell & Reed Financial first reported a position in PPLI in Q3 2019 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold PPLI as of Q1 2021.

  • Waddell & Reed Financial held 1,121,795 shares of People Inc worth $132M as of Q1 2021.
  • Waddell & Reed Financial bought 403,600 People Inc shares in Q1 2021, an estimated $50.1M.
  • People Inc made up 0.27% of Waddell & Reed Financial's portfolio in Q1 2021, its #103 holding.
  • Waddell & Reed Financial first reported a position in People Inc in Q3 2019 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held People Inc as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.