DI
PPL

Disciplined Investments’s PPL Corp PPL Stock Holding History

Disciplined Investments’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
-49
Closed -$1.3K – 1184
2023
Q2 		$1.3K Sell
49
-1
-2% -$28 ﹤0.01% 850
2023
Q1 		$1.39K Buy
50
+1
+2% +$28 ﹤0.01% 829
2022
Q4 		$1.43K Sell
49
-7
-13% -$192 ﹤0.01% 747
2022
Q3 		$1K Buy
56
+8
+17% +$229 ﹤0.01% 1044
2022
Q2 		$1K Buy
48
+4
+9% +$115 ﹤0.01% 1069
2022
Q1 		$1K Buy
+44
New +$1.24K ﹤0.01% 1133

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

Disciplined Investments's PPL Position: Q3 2023 in Review

Disciplined Investments sold out of PPL Corp (PPL) in Q3 2023, closing a stake of 49 shares — an estimated $1.3K sold.

Disciplined Investments first reported a position in PPL in Q1 2022 and held it in 6 quarters. The position peaked at $1.43K in Q4 2022. 748 funds tracked by Wall St. Rank hold PPL as of Q3 2023.

  • Disciplined Investments reported no remaining PPL Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 49 PPL Corp shares in Q3 2023, an estimated $1.3K.
  • Disciplined Investments first reported a position in PPL Corp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's PPL Corp position peaked at $1.43K in Q4 2022.
  • 748 funds tracked by Wall St. Rank held PPL Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.