Whittier Trust’s People Inc PPLI Stock Holding History

Whittier Trust’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
2026 Q1	$14.5K	Buy	362 +200	+123%	+$7.58K	﹤0.01%	1060
2025 Q4	$6.41K	Hold	162	–	–	﹤0.01%	1199
2025 Q3	$5.6K	Hold	162	–	–	﹤0.01%	1214
2025 Q2	$6.05K	Sell	162 -35	-18%	-$1.26K	﹤0.01%	1313
2025 Q1	$7.44K	Hold	197	–	–	﹤0.01%	1262
2024 Q4	$6.99K	Hold	197	–	–	﹤0.01%	1310
2024 Q3	$8.71K	Hold	197	–	–	﹤0.01%	1282
2024 Q2	$7.59K	Hold	197	–	–	﹤0.01%	1282
2024 Q1	$8.64K	Sell	197 -31	-14%	-$1.34K	﹤0.01%	1291
2023 Q4	$9.79K	Sell	228 -3,083	-93%	-$121K	﹤0.01%	1235
2023 Q3	$137K	Buy	3,311 +36	+1%	+$1.75K	﹤0.01%	697
2023 Q2	$169K	Hold	3,275	–	–	﹤0.01%	665
2023 Q1	$139K	Hold	3,275	–	–	﹤0.01%	732
2022 Q4	$119K	Hold	3,275	–	–	﹤0.01%	770
2022 Q3	$149K	Hold	3,275	–	–	﹤0.01%	699
2022 Q2	$204K	Sell	3,275 -69	-2%	-$4.87K	﹤0.01%	626
2022 Q1	$275K	Hold	3,344	–	–	﹤0.01%	601
2021 Q4	$359K	Buy	3,344 +88	+3%	+$9.93K	0.01%	556
2021 Q3	$348K	Hold	3,256	–	–	0.01%	531
2021 Q2	$412K	Sell	3,256 -1,638	-33%	-$212K	0.01%	504
2021 Q1	$578K	Hold	4,894	–	–	0.01%	450
2020 Q4	$506K	Hold	4,894	–	–	0.01%	431
2020 Q3	$320K	Sell	4,894 -12,664	-72%	-$869K	0.01%	490
2020 Q2	$1.01M	Buy	17,558 +2,613	+17%	+$116K	0.03%	301
2020 Q1	$479K	Hold	14,945	–	–	0.02%	389
2019 Q4	$665K	Hold	14,945	–	–	0.02%	358
2019 Q3	$582K	Hold	14,945	–	–	0.02%	373
2019 Q2	$581K	Hold	14,945	–	–	0.02%	363
2019 Q1	$561K	Hold	14,945	–	–	0.02%	366
2018 Q4	$489K	Buy	14,945 +13,988	+1,462%	+$469K	0.02%	368
2018 Q3	$37K	Hold	957	–	–	﹤0.01%	835
2018 Q2	$26K	Hold	957	–	–	﹤0.01%	878
2018 Q1	$27K	Hold	957	–	–	﹤0.01%	885
2017 Q4	$21K	Hold	957	–	–	﹤0.01%	907
2017 Q3	$20K	Hold	957	–	–	﹤0.01%	903
2017 Q2	$18K	Hold	957	–	–	﹤0.01%	896
2017 Q1	$13K	Hold	957	–	–	﹤0.01%	960
2016 Q4	$11K	Hold	957	–	–	﹤0.01%	957
2016 Q3	$11K	Sell	957 -1,410	-60%	-$14.9K	﹤0.01%	954
2016 Q2	$24K	Hold	2,367	–	–	﹤0.01%	861
2016 Q1	$20K	Hold	2,367	–	–	﹤0.01%	876
2015 Q4	$25K	Hold	2,367	–	–	﹤0.01%	838
2015 Q3	$28K	Sell	2,367 -727	-23%	-$9.65K	﹤0.01%	808
2015 Q2	$44K	Hold	3,094	–	–	﹤0.01%	760
2015 Q1	$37K	Hold	3,094	–	–	﹤0.01%	771
2014 Q4	$34K	Hold	3,094	–	–	﹤0.01%	709
2014 Q3	$36K	Hold	3,094	–	–	﹤0.01%	697
2014 Q2	$38K	Hold	3,094	–	–	﹤0.01%	687
2014 Q1	$39K	Sell	3,094 -789	-20%	-$10.1K	﹤0.01%	694
2013 Q4	$48K	Hold	3,883	–	–	﹤0.01%	680
2013 Q3	$38K	Sell	3,883 -666	-15%	-$6.09K	﹤0.01%	713
2013 Q2	$39K	Buy	+4,549	New	+$38.8K	﹤0.01%	702

Other funds holding PPLI

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

DSA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whittier Trust's PPLI Position: Q1 2026 in Review

Whittier Trust increased its People Inc (PPLI) stake by 123% in Q1 2026, buying an estimated $7.58K and bringing the position to 362 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Whittier Trust first reported a position in PPLI in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.01M in Q2 2020. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

Whittier Trust held 362 shares of People Inc worth $14.5K as of Q1 2026.
Whittier Trust bought 200 People Inc shares in Q1 2026, an estimated $7.58K.
People Inc made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1060 holding.
Whittier Trust first reported a position in People Inc in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's People Inc position peaked at $1.01M in Q2 2020.
334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.