Bank Julius Baer & Co
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Bank Julius Baer & Co’s PPL Corp PPL Stock Holding History

Bank Julius Baer & Co’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
2024
Q3 		– Sell
-4
Closed -$136 – 540
2024
Q2 		$136 Sell
4
-901
-100% -$25.3K ﹤0.01% 489
2024
Q1 		$24.9K Sell
905
-3,346
-79% -$89.1K ﹤0.01% 500
2023
Q4 		$115K Sell
4,251
-399
-9% -$10.1K ﹤0.01% 436
2023
Q3 		$110K Sell
4,650
-1,507
-24% -$39K ﹤0.01% 414
2023
Q2 		$163K Sell
6,157
-17,859
-74% -$492K ﹤0.01% 428
2023
Q1 		$667K Sell
24,016
-2,664
-10% -$75.4K ﹤0.01% 317
2022
Q4 		$780K Sell
26,680
-40,139
-60% -$1.1M 0.01% 301
2022
Q3 		$1.69M Sell
66,819
-1,110,705
-94% -$31.8M 0.01% 203
2022
Q2 		$31.9M Buy
1,177,524
+82,227
+8% +$2.36M 0.23% 79
2022
Q1 		$31.3M Buy
1,095,297
+65,987
+6% +$1.86M 0.19% 90
2021
Q4 		$30.9M Sell
1,029,310
-22,401
-2% -$646K 0.17% 99
2021
Q3 		$29.3M Buy
1,051,711
+13,456
+1% +$388K 0.18% 96
2021
Q2 		$29M Buy
1,038,255
+9,463
+0.9% +$273K 0.18% 99
2021
Q1 		$29.7M Buy
1,028,792
+1,345
+0.1% +$37.7K 0.22% 92
2020
Q4 		$29M Sell
1,027,447
-38,141
-4% -$1.08M 0.24% 80
2020
Q3 		$29M Sell
1,065,588
-146,392
-12% -$3.95M 0.28% 69
2020
Q2 		$31.3M Sell
1,211,980
-118,996
-9% -$3.1M 0.36% 63
2020
Q1 		$32.8M Buy
+1,330,976
New +$42.9M 0.76% 37

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank Julius Baer & Co's PPL Position: Q3 2024 in Review

Bank Julius Baer & Co sold out of PPL Corp (PPL) in Q3 2024, closing a stake of 4 shares — an estimated $136 sold.

Bank Julius Baer & Co first reported a position in PPL in Q1 2020 and held it in 18 quarters. The position peaked at $32.8M in Q1 2020. 823 funds tracked by Wall St. Rank hold PPL as of Q3 2024.

  • Bank Julius Baer & Co reported no remaining PPL Corp position as of Q3 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 4 PPL Corp shares in Q3 2024, an estimated $136.
  • Bank Julius Baer & Co first reported a position in PPL Corp in Q1 2020 and held it in 18 quarters.
  • Bank Julius Baer & Co's PPL Corp position peaked at $32.8M in Q1 2020.
  • 823 funds tracked by Wall St. Rank held PPL Corp as of Q3 2024.

Based on Bank Julius Baer & Co's 13F filing for Q3 2024, filed 14 Nov 2024.