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BTG Pactual Global Asset Management’s PPL Corp PPL Stock Holding History

BTG Pactual Global 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
2024
Q1 		– Sell
-81,323
Closed -$2.2M – 151
2023
Q4 		$2.2M Sell
81,323
-259,793
-76% -$6.59M 0.85% 32
2023
Q3 		$8.04M Sell
341,116
-24,905
-7% -$644K 1.81% 12
2023
Q2 		$9.68M Buy
366,021
+239,951
+190% +$6.62M 2.06% 7
2023
Q1 		$3.5M Buy
+126,070
New +$3.57M 1.34% 12

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BTG Pactual Global Asset Management's PPL Position: Q1 2024 in Review

BTG Pactual Global Asset Management sold out of PPL Corp (PPL) in Q1 2024, closing a stake of 81,323 shares — an estimated $2.2M sold.

BTG Pactual Global Asset Management first reported a position in PPL in Q1 2023 and held it in 4 quarters. The position peaked at $9.68M in Q2 2023. 773 funds tracked by Wall St. Rank hold PPL as of Q1 2024.

  • BTG Pactual Global Asset Management reported no remaining PPL Corp position as of Q1 2024 after selling out during the quarter.
  • BTG Pactual Global Asset Management sold 81,323 PPL Corp shares in Q1 2024, an estimated $2.2M.
  • BTG Pactual Global Asset Management first reported a position in PPL Corp in Q1 2023 and held it in 4 quarters.
  • BTG Pactual Global Asset Management's PPL Corp position peaked at $9.68M in Q2 2023.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.