DT
PPL

Diversified Trust’s PPL Corp PPL Stock Holding History

Diversified Trust’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
-14,624
Closed -$387K – 907
2023
Q2 		$387K Buy
14,624
+4,378
+43% +$121K 0.01% 545
2023
Q1 		$285K Sell
10,246
-6,281
-38% -$178K 0.01% 643
2022
Q4 		$483K Sell
16,527
-61
-0.4% -$1.68K 0.02% 436
2022
Q3 		$421K Buy
16,588
+2,757
+20% +$78.9K 0.02% 446
2022
Q2 		$375K Buy
+13,831
New +$397K 0.02% 498
2021
Q4 		– Sell
-9,983
Closed -$278K – 894
2021
Q3 		$278K Buy
9,983
+1,137
+13% +$32.8K 0.01% 621
2021
Q2 		$247K Buy
+8,846
New +$256K 0.01% 624

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
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 $60.7B 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 $653B AUM 32.41% 1-Year Est. Return