CHA
PPL

Carmichael Hill & Associates’s PPL Corp PPL Stock Holding History

Carmichael Hill & Associates’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 		$47K Sell
1,421
-1,160
-45% -$35.5K 0.02% 376
2024
Q2 		$71.4K Buy
2,581
+270
+12% +$7.58K 0.03% 289
2024
Q1 		$63.6K Sell
2,311
-594
-20% -$15.8K 0.03% 311
2023
Q4 		$78.7K Sell
2,905
-6
-0.2% -$152 0.03% 281
2023
Q3 		$68.6K Sell
2,911
-300
-9% -$7.76K 0.03% 283
2023
Q2 		$85K Sell
3,211
-505
-14% -$13.9K 0.04% 266
2023
Q1 		$103K Hold
3,716
– – 0.05% 231
2022
Q4 		$109K Hold
3,716
– – 0.06% 228
2022
Q3 		$94K Sell
3,716
-340
-8% -$9.73K 0.05% 229
2022
Q2 		$110K Buy
4,056
+40
+1% +$1.15K 0.06% 218
2022
Q1 		$115K Buy
4,016
+195
+5% +$5.5K 0.05% 223
2021
Q4 		$115K Hold
3,821
– – 0.05% 237
2021
Q3 		$107K Hold
3,821
– – 0.05% 237
2021
Q2 		$107K Buy
3,821
+537
+16% +$15.5K 0.05% 238
2021
Q1 		$95K Sell
3,284
-855
-21% -$23.9K 0.05% 241
2020
Q4 		$117K Hold
4,139
– – 0.07% 201
2020
Q3 		$113K Buy
4,139
+108
+3% +$2.91K 0.08% 195
2020
Q2 		$104K Sell
4,031
-400
-9% -$10.4K 0.08% 191
2020
Q1 		$109K Hold
4,431
– – 0.1% 163
2019
Q4 		$159K Buy
+4,431
New +$149K 0.11% 152

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carmichael Hill & Associates's PPL Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its PPL Corp (PPL) stake by 45% in Q3 2024, selling an estimated $35.5K and leaving 1,421 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #376.

Carmichael Hill & Associates first reported a position in PPL in Q4 2019 and has held it in 20 quarters since. The position peaked at $159K in Q4 2019. 822 funds tracked by Wall St. Rank hold PPL as of Q3 2024.

  • Carmichael Hill & Associates held 1,421 shares of PPL Corp worth $47K as of Q3 2024.
  • Carmichael Hill & Associates sold 1,160 PPL Corp shares in Q3 2024, an estimated $35.5K.
  • PPL Corp made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #376 holding.
  • Carmichael Hill & Associates first reported a position in PPL Corp in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's PPL Corp position peaked at $159K in Q4 2019.
  • 822 funds tracked by Wall St. Rank held PPL Corp as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.