EFH
PPL

Eaton Financial Holdings’s PPL Corp PPL Stock Holding History

Eaton Financial Holdings’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
-80,921
Closed -$2.19M – 134
2023
Q4 		$2.19M Hold
80,921
– – 0.53% 56
2023
Q3 		$1.91M Buy
+80,921
New +$2.09M 0.51% 58

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Eaton Financial Holdings's PPL Position: Q1 2024 in Review

Eaton Financial Holdings sold out of PPL Corp (PPL) in Q1 2024, closing a stake of 80,921 shares — an estimated $2.19M sold.

Eaton Financial Holdings first reported a position in PPL in Q3 2023 and held it in 2 quarters. The position peaked at $2.19M in Q4 2023. 773 funds tracked by Wall St. Rank hold PPL as of Q1 2024.

  • Eaton Financial Holdings reported no remaining PPL Corp position as of Q1 2024 after selling out during the quarter.
  • Eaton Financial Holdings sold 80,921 PPL Corp shares in Q1 2024, an estimated $2.19M.
  • Eaton Financial Holdings first reported a position in PPL Corp in Q3 2023 and held it in 2 quarters.
  • Eaton Financial Holdings's PPL Corp position peaked at $2.19M in Q4 2023.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.