Bard Financial Services’s PPL Corp PPL Stock Holding History

Bard Financial Services’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 Q3	–	Sell	-7,970	Closed	-$211K	–	287
2023 Q2	$211K	Hold	7,970	–	–	0.02%	296
2023 Q1	$221K	Sell	7,970 -1,350	-14%	-$38.2K	0.02%	289
2022 Q4	$272K	Buy	9,320 +1,350	+17%	+$37.1K	0.02%	255
2022 Q3	$202K	Hold	7,970	–	–	0.02%	272
2022 Q2	$216K	Hold	7,970	–	–	0.02%	267
2022 Q1	$228K	Hold	7,970	–	–	0.02%	263
2021 Q4	$240K	Hold	7,970	–	–	0.02%	255
2021 Q3	$222K	Hold	7,970	–	–	0.02%	250
2021 Q2	$223K	Hold	7,970	–	–	0.02%	248
2021 Q1	$230K	Hold	7,970	–	–	0.02%	235
2020 Q4	$225K	Buy	+7,970	New	+$226K	0.02%	239

Other funds holding PPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bard Financial Services's PPL Position: Q3 2023 in Review

Bard Financial Services sold out of PPL Corp (PPL) in Q3 2023, closing a stake of 7,970 shares — an estimated $211K sold.

Bard Financial Services first reported a position in PPL in Q4 2020 and held it in 11 quarters. The position peaked at $272K in Q4 2022. 749 funds tracked by Wall St. Rank hold PPL as of Q3 2023.

Bard Financial Services reported no remaining PPL Corp position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 7,970 PPL Corp shares in Q3 2023, an estimated $211K.
Bard Financial Services first reported a position in PPL Corp in Q4 2020 and held it in 11 quarters.
Bard Financial Services's PPL Corp position peaked at $272K in Q4 2022.
749 funds tracked by Wall St. Rank held PPL Corp as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.