BCP
PPL

Blue Chip Partners’s PPL Corp PPL Stock Holding History

Blue Chip Partners’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
2020
Q3 		– Sell
-7,472
Closed -$193K – 141
2020
Q2 		$193K Buy
7,472
+86
+1% +$2.24K 0.04% 102
2020
Q1 		$182K Buy
7,386
+61
+0.8% +$1.97K 0.05% 100
2019
Q4 		$263K Buy
7,325
+2,156
+42% +$72.3K 0.05% 121
2019
Q3 		$163K Buy
+5,169
New +$156K 0.03% 123
2018
Q1 		– Sell
-4,688
Closed -$145K – 146
2017
Q4 		$145K Sell
4,688
-484
-9% -$17.4K 0.04% 113
2017
Q3 		$196K Buy
5,172
+1
+0% +$39 0.06% 111
2017
Q2 		$200K Buy
5,171
+42
+0.8% +$1.62K 0.07% 110
2017
Q1 		$192K Sell
5,129
-730
-12% -$26.1K 0.07% 111
2016
Q4 		$200K Sell
5,859
-680
-10% -$22.8K 0.08% 110
2016
Q3 		$226K Sell
6,539
-258
-4% -$9.28K 0.1% 102
2016
Q2 		$257K Sell
6,797
-1,187
-15% -$45.2K 0.12% 95
2016
Q1 		$304K Sell
7,984
-24
-0.3% -$853 0.15% 85
2015
Q4 		$273K Buy
8,008
+72
+0.9% +$2.43K 0.14% 87
2015
Q3 		$261K Buy
7,936
+77
+1% +$2.41K 0.17% 89
2015
Q2 		$232K Sell
7,859
-507
-6% -$15.8K 0.15% 91
2015
Q1 		$262K Buy
8,366
+65
+0.8% +$2.09K 0.18% 88
2014
Q4 		$281K Buy
+8,301
New +$271K 0.2% 84

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return