YIA
PPLI

YHB Investment Advisors’s People Inc PPLI Stock Holding History

YHB Investment Advisors’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
2023
Q3 		– Sell
-4,392
Closed -$226K – 275
2023
Q2 		$226K Sell
4,392
-4,593
-51% -$210K 0.02% 262
2023
Q1 		$380K Buy
+8,985
New +$385K 0.04% 208
2022
Q4 		– Sell
-9,478
Closed -$431K – 286
2022
Q3 		$431K Hold
9,478
– – 0.05% 196
2022
Q2 		$591K Hold
9,478
– – 0.06% 177
2022
Q1 		$780K Buy
9,478
+5,594
+144% +$544K 0.07% 172
2021
Q4 		$416K Buy
+3,884
New +$438K 0.03% 224

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

YHB Investment Advisors's PPLI Position: Q3 2023 in Review

YHB Investment Advisors sold out of People Inc (PPLI) in Q3 2023, closing a stake of 4,392 shares — an estimated $226K sold.

YHB Investment Advisors first reported a position in PPLI in Q4 2021 and held it in 6 quarters. The position peaked at $780K in Q1 2022. 356 funds tracked by Wall St. Rank hold PPLI as of Q3 2023.

  • YHB Investment Advisors reported no remaining People Inc position as of Q3 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 4,392 People Inc shares in Q3 2023, an estimated $226K.
  • YHB Investment Advisors first reported a position in People Inc in Q4 2021 and held it in 6 quarters.
  • YHB Investment Advisors's People Inc position peaked at $780K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held People Inc as of Q3 2023.

Based on YHB Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.