WAM
PPLI

World Asset Management’s People Inc PPLI Stock Holding History

World Asset Management’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
Q2 		– Sell
-2,380
Closed -$329K – 885
2021
Q1 		$329K Sell
2,380
-722
-23% -$89.7K 0.03% 643
2020
Q4 		$321K Buy
3,102
+22
+0.7% +$1.69K 0.03% 605
2020
Q3 		$201K Sell
3,080
-6,130
-67% -$420K 0.02% 733
2020
Q2 		$532K Sell
9,210
-185
-2% -$8.22K 0.06% 320
2020
Q1 		$301K Sell
9,395
-2,613
-22% -$103K 0.03% 593
2019
Q4 		$535K Sell
12,008
-1,779
-13% -$71.7K 0.02% 571
2019
Q3 		$537K Sell
13,787
-123
-0.9% -$5.25K 0.03% 583
2019
Q2 		$541K Sell
13,910
-2,110
-13% -$84.2K 0.03% 601
2019
Q1 		$602K Buy
16,020
+711
+5% +$26.3K 0.03% 552
2018
Q4 		$501K Sell
15,309
-990
-6% -$33.2K 0.03% 560
2018
Q3 		$631K Sell
16,299
-157
-1% -$5.09K 0.03% 611
2018
Q2 		$448K Buy
16,456
+408
+3% +$11.2K 0.02% 758
2018
Q1 		$448K Sell
16,048
-4,123
-20% -$109K 0.02% 822
2017
Q4 		$441K Sell
20,171
-124
-0.6% -$2.78K 0.01% 941
2017
Q3 		$426K Buy
20,295
+152
+0.8% +$2.95K 0.01% 949
2017
Q2 		$372K Sell
20,143
-616
-3% -$10.5K 0.01% 997
2017
Q1 		$274K Buy
20,759
+2,876
+16% +$37.4K 0.01% 1112
2016
Q4 		$207K Sell
17,883
-1,874
-9% -$21.9K 0.01% 1231
2016
Q3 		$221K Buy
+19,757
New +$209K 0.01% 1202
2015
Q2 		– Sell
-17,446
Closed -$210K – 1214
2015
Q1 		$210K Buy
+17,446
New +$202K 0.01% 1257
2014
Q4 		– Sell
-22,880
Closed -$269K – 1437
2014
Q3 		$269K Sell
22,880
-1,175
-5% -$14.2K 0.01% 1170
2014
Q2 		$298K Sell
24,055
-1,292
-5% -$15.5K 0.01% 1181
2014
Q1 		$323K Sell
25,347
-1,080
-4% -$13.9K 0.01% 1136
2013
Q4 		$324K Sell
26,427
-11,745
-31% -$121K 0.01% 1147
2013
Q3 		$373K Sell
38,172
-8,275
-18% -$75.6K 0.01% 1167
2013
Q2 		$395K Buy
+46,447
New +$396K 0.01% 1165

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

World Asset Management's PPLI Position: Q2 2021 in Review

World Asset Management sold out of People Inc (PPLI) in Q2 2021, closing a stake of 2,380 shares — an estimated $329K sold.

World Asset Management first reported a position in PPLI in Q2 2013 and held it in 26 quarters. The position peaked at $631K in Q3 2018. 493 funds tracked by Wall St. Rank hold PPLI as of Q2 2021.

  • World Asset Management reported no remaining People Inc position as of Q2 2021 after selling out during the quarter.
  • World Asset Management sold 2,380 People Inc shares in Q2 2021, an estimated $329K.
  • World Asset Management first reported a position in People Inc in Q2 2013 and held it in 26 quarters.
  • World Asset Management's People Inc position peaked at $631K in Q3 2018.
  • 493 funds tracked by Wall St. Rank held People Inc as of Q2 2021.

Based on World Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.