Baldrige Asset Management’s PPL Corp PPL Stock Holding History

Baldrige Asset Management’s Portfolio PPL Stock Details PPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$270K	Hold	9,700	–	–	0.11%	97
2022 Q4	$283K	Sell	9,700 -24,240	-71%	-$666K	0.13%	91
2022 Q3	$860K	Hold	33,940	–	–	0.41%	52
2022 Q2	$921K	Buy	33,940 +24,240	+250%	+$696K	0.42%	55
2022 Q1	$277K	Hold	9,700	–	–	0.11%	95
2021 Q4	$292K	Hold	9,700	–	–	0.11%	90
2021 Q3	$270K	Sell	9,700 -208	-2%	-$6K	0.11%	90
2021 Q2	$277K	Sell	9,908 -447	-4%	-$12.9K	0.12%	85
2021 Q1	$299K	Buy	10,355 +151	+1%	+$4.23K	0.16%	73
2020 Q4	$288K	Hold	10,204	–	–	0.17%	73
2020 Q3	$278K	Hold	10,204	–	–	0.19%	72
2020 Q2	$264K	Sell	10,204 -19,190	-65%	-$499K	0.2%	71
2020 Q1	$725K	Buy	+29,394	New	+$947K	0.63%	39

Other funds holding PPL

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldrige Asset Management's PPL Position: Q1 2023 in Review

Baldrige Asset Management held its PPL Corp (PPL) position steady in Q1 2023 at 9,700 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #97.

Baldrige Asset Management first reported a position in PPL in Q1 2020 and has held it in 13 quarters since. The position peaked at $921K in Q2 2022. 801 funds tracked by Wall St. Rank hold PPL as of Q1 2023.

Baldrige Asset Management held 9,700 shares of PPL Corp worth $270K as of Q1 2023.
Baldrige Asset Management left its PPL Corp share count unchanged in Q1 2023.
PPL Corp made up 0.11% of Baldrige Asset Management's portfolio in Q1 2023, its #97 holding.
Baldrige Asset Management first reported a position in PPL Corp in Q1 2020 and has held it in 13 quarters since.
Baldrige Asset Management's PPL Corp position peaked at $921K in Q2 2022.
801 funds tracked by Wall St. Rank held PPL Corp as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.