WCMNY
PPLI

Westchester Capital Management (New York)’s People Inc PPLI Stock Holding History

Westchester Capital Management (New York)’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
2025
Q4 		– Sell
-185,400
Closed -$6.32M – 303
2025
Q3 		$6.32M Buy
+185,400
New +$6.92M 0.29% 72
2025
Q2 		– Sell
-279,395
Closed -$10.5M – 223
2025
Q1 		$10.5M Buy
+279,395
New +$10.2M 0.54% 36
2021
Q2 		– Sell
-32,063
Closed -$3.79M – 342
2021
Q1 		$3.79M Hold
32,063
– – 0.1% 123
2020
Q4 		$3.31M Buy
+32,063
New +$2.46M 0.11% 94
2020
Q2 		– Sell
-1,070,961
Closed -$34.3M – 167
2020
Q1 		$34.3M Sell
1,070,961
-912,051
-46% -$36.1M 1.3% 24
2019
Q4 		$88.3M Buy
1,983,012
+1,711,635
+631% +$69M 3.11% 9
2019
Q3 		$10.6M Buy
+271,377
New +$11.6M 0.41% 43

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
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Westchester Capital Management (New York)'s PPLI Position: Q4 2025 in Review

Westchester Capital Management (New York) sold out of People Inc (PPLI) in Q4 2025, closing a stake of 38,500 shares — an estimated $1.31M sold.

Westchester Capital Management (New York) first reported a position in PPLI in Q3 2019 and held it in 9 quarters. The position peaked at $74.9M in Q4 2019. 356 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

  • Westchester Capital Management (New York) reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 38,500 People Inc shares in Q4 2025, an estimated $1.31M.
  • Westchester Capital Management (New York) first reported a position in People Inc in Q3 2019 and held it in 9 quarters.
  • Westchester Capital Management (New York)'s People Inc position peaked at $74.9M in Q4 2019.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.