DIA
PPL

Dean Investment Associates’s PPL Corp PPL Stock Holding History

Dean Investment 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
2018
Q3 		– Sell
-16,629
Closed -$475K – 219
2018
Q2 		$475K Sell
16,629
-413
-2% -$11.4K 0.07% 201
2018
Q1 		$482K Sell
17,042
-8,301
-33% -$247K 0.07% 200
2017
Q4 		$784K Buy
25,343
+6,310
+33% +$227K 0.12% 176
2017
Q3 		$722K Sell
19,033
-356
-2% -$13.8K 0.11% 171
2017
Q2 		$750K Sell
19,389
-916
-5% -$35.4K 0.11% 156
2017
Q1 		$759K Buy
+20,305
New +$726K 0.13% 147
2016
Q1 		– Sell
-23,026
Closed -$786K – 228
2015
Q4 		$786K Buy
23,026
+318
+1% +$10.7K 0.17% 129
2015
Q3 		$747K Buy
22,708
+1,234
+6% +$38.6K 0.17% 131
2015
Q2 		$633K Sell
21,474
-917
-4% -$28.7K 0.14% 163
2015
Q1 		$702K Buy
22,391
+1,862
+9% +$59.8K 0.16% 153
2014
Q4 		$695K Buy
20,529
+1,377
+7% +$45K 0.16% 138
2014
Q3 		$586K Buy
+19,152
New +$599K 0.14% 148

Other funds holding PPL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return