WHG
PPLI

Westwood Holdings Group’s People Inc PPLI Stock Holding History

Westwood Holdings Group’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
2016
Q1 		– Sell
-5,728,645
Closed -$61.5M – 412
2015
Q4 		$61.5M Sell
5,728,645
-219,290
-4% -$2.54M 0.53% 72
2015
Q3 		$69.4M Sell
5,947,935
-781,600
-12% -$10.4M 0.6% 64
2015
Q2 		$95.8M Sell
6,729,535
-1,698,844
-20% -$22.5M 0.72% 45
2015
Q1 		$102M Buy
8,428,379
+82,974
+1% +$960K 0.77% 38
2014
Q4 		$90.7M Sell
8,345,405
-3,842,998
-32% -$43.5M 0.7% 50
2014
Q3 		$144M Sell
12,188,403
-351,101
-3% -$4.24M 1.13% 21
2014
Q2 		$155M Sell
12,539,504
-283,301
-2% -$3.39M 1.14% 22
2014
Q1 		$164M Sell
12,822,805
-955,925
-7% -$12.3M 1.26% 16
2013
Q4 		$169M Buy
13,778,730
+9,979,443
+263% +$103M 1.3% 15
2013
Q3 		$37.1M Buy
+3,799,287
New +$34.7M 0.31% 115

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Westwood Holdings Group's PPLI Position: Q1 2016 in Review

Westwood Holdings Group sold out of People Inc (PPLI) in Q1 2016, closing a stake of 5,728,645 shares — an estimated $61.5M sold.

Westwood Holdings Group first reported a position in PPLI in Q3 2013 and held it in 10 quarters. The position peaked at $169M in Q4 2013. 310 funds tracked by Wall St. Rank hold PPLI as of Q1 2016.

  • Westwood Holdings Group reported no remaining People Inc position as of Q1 2016 after selling out during the quarter.
  • Westwood Holdings Group sold 5,728,645 People Inc shares in Q1 2016, an estimated $61.5M.
  • Westwood Holdings Group first reported a position in People Inc in Q3 2013 and held it in 10 quarters.
  • Westwood Holdings Group's People Inc position peaked at $169M in Q4 2013.
  • 310 funds tracked by Wall St. Rank held People Inc as of Q1 2016.

Based on Westwood Holdings Group's 13F filing for Q1 2016, filed 16 May 2016.