EFS
PPL

Econ Financial Services’s PPL Corp PPL Stock Holding History

Econ Financial Services’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 		– Sell
-44,298
Closed -$1.22M – 95
2024
Q2 		$1.22M Buy
+44,298
New +$1.24M 0.76% 42
2023
Q3 		– Sell
-31,345
Closed -$829K – 94
2023
Q2 		$829K Sell
31,345
-231
-0.7% -$6.37K 0.59% 61
2023
Q1 		$877K Sell
31,576
-87,378
-73% -$2.47M 0.66% 62
2022
Q4 		$3.48M Sell
118,954
-3,796
-3% -$104K 3.52% 6
2022
Q3 		$3.11M Buy
122,750
+33,217
+37% +$951K 2.56% 10
2022
Q2 		$2.43M Sell
89,533
-2,052
-2% -$58.9K 1.96% 17
2022
Q1 		$2.62M Buy
91,585
+34,707
+61% +$979K 1.94% 22
2021
Q4 		$1.71M Buy
+56,878
New +$1.64M 1.26% 25

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

Econ Financial Services's PPL Position: Q3 2024 in Review

Econ Financial Services sold out of PPL Corp (PPL) in Q3 2024, closing a stake of 44,298 shares — an estimated $1.22M sold.

Econ Financial Services first reported a position in PPL in Q4 2021 and held it in 8 quarters. The position peaked at $3.48M in Q4 2022. 822 funds tracked by Wall St. Rank hold PPL as of Q3 2024.

  • Econ Financial Services reported no remaining PPL Corp position as of Q3 2024 after selling out during the quarter.
  • Econ Financial Services sold 44,298 PPL Corp shares in Q3 2024, an estimated $1.22M.
  • Econ Financial Services first reported a position in PPL Corp in Q4 2021 and held it in 8 quarters.
  • Econ Financial Services's PPL Corp position peaked at $3.48M in Q4 2022.
  • 822 funds tracked by Wall St. Rank held PPL Corp as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.