Winslow Evans & Crocker’s People Inc PPLI Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$42K	Hold	401	–	–	0.01%	636
2020 Q3	$26K	Sell	401 -824	-67%	-$56.5K	0.01%	573
2020 Q2	$70K	Sell	1,225 -6	-0.5%	-$267	0.02%	409
2020 Q1	$40K	Hold	1,231	–	–	0.01%	460
2019 Q4	$58K	Hold	1,231	–	–	0.01%	476
2019 Q3	$50K	Hold	1,231	–	–	0.01%	498
2019 Q2	$50K	Buy	1,231 +22	+2%	+$878	0.01%	508
2019 Q1	$48K	Buy	1,209 +347	+40%	+$12.8K	0.01%	495
2018 Q4	$30K	Hold	862	–	–	0.01%	552
2018 Q3	$34K	Hold	862	–	–	0.01%	554
2018 Q2	$24K	Hold	862	–	–	0.01%	638
2018 Q1	$23.9K	Hold	862	–	–	0.01%	612
2017 Q4	$18.7K	Hold	862	–	–	0.01%	673
2017 Q3	$18K	Sell	862 -100	-10%	-$1.94K	0.01%	686
2017 Q2	$17.8K	Hold	962	–	–	﹤0.01%	774
2017 Q1	$12.7K	Hold	962	–	–	﹤0.01%	833
2016 Q4	$11.1K	Hold	962	–	–	﹤0.01%	855
2016 Q3	$10.7K	Hold	962	–	–	﹤0.01%	884
2016 Q2	$9.68K	Hold	962	–	–	﹤0.01%	888
2016 Q1	$8.1K	Hold	962	–	–	﹤0.01%	924
2015 Q4	$10.3K	Hold	962	–	–	﹤0.01%	899
2015 Q3	$11.2K	Hold	962	–	–	﹤0.01%	865
2015 Q2	$13.7K	Hold	962	–	–	﹤0.01%	859
2015 Q1	$11.6K	Hold	962	–	–	﹤0.01%	853
2014 Q4	$10.5K	Hold	962	–	–	﹤0.01%	875
2014 Q3	$11.3K	Hold	962	–	–	﹤0.01%	868
2014 Q2	$11.9K	Hold	962	–	–	﹤0.01%	812
2014 Q1	$12.3K	Hold	962	–	–	﹤0.01%	797
2013 Q4	$12K	Buy	+962	New	+$9.92K	﹤0.01%	846

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

DSA

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winslow Evans & Crocker's PPLI Position: Q4 2020 in Review

Winslow Evans & Crocker held its People Inc (PPLI) position steady in Q4 2020 at 401 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #636.

Winslow Evans & Crocker first reported a position in PPLI in Q4 2013 and has held it in 29 quarters since. The position peaked at $70K in Q2 2020. 504 funds tracked by Wall St. Rank hold PPLI as of Q4 2020.

Winslow Evans & Crocker held 401 shares of People Inc worth $42K as of Q4 2020.
Winslow Evans & Crocker left its People Inc share count unchanged in Q4 2020.
People Inc made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #636 holding.
Winslow Evans & Crocker first reported a position in People Inc in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's People Inc position peaked at $70K in Q2 2020.
504 funds tracked by Wall St. Rank held People Inc as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.