EWM
PPL

Evercore Wealth Management’s PPL Corp PPL Stock Holding History

Evercore Wealth Management’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
2020
Q3 		– Sell
-19,587
Closed -$506K – 383
2020
Q2 		$506K Sell
19,587
-5,916
-23% -$154K 0.01% 256
2020
Q1 		$629K Sell
25,503
-50
-0.2% -$1.61K 0.02% 218
2019
Q4 		$917K Sell
25,553
-5,736
-18% -$192K 0.02% 214
2019
Q3 		$985K Buy
31,289
+4,356
+16% +$132K 0.03% 203
2019
Q2 		$835K Buy
26,933
+10,600
+65% +$329K 0.03% 226
2019
Q1 		$518K Buy
16,333
+1,691
+12% +$52.6K 0.02% 266
2018
Q4 		$415K Buy
14,642
+2,198
+18% +$66.8K 0.02% 267
2018
Q3 		$364K Buy
12,444
+1,755
+16% +$51.3K 0.01% 316
2018
Q2 		$305K Buy
+10,689
New +$296K 0.01% 325
2018
Q1 		– Sell
-7,389
Closed -$229K – 685
2017
Q4 		$229K Sell
7,389
-140
-2% -$5.03K 0.01% 347
2017
Q3 		$286K Buy
7,529
+170
+2% +$6.57K 0.01% 322
2017
Q2 		$284K Sell
7,359
-6,600
-47% -$255K 0.01% 325
2017
Q1 		$522K Buy
13,959
+481
+4% +$17.2K 0.02% 256
2016
Q4 		$459K Buy
13,478
+1,353
+11% +$45.4K 0.02% 258
2016
Q3 		$419K Buy
12,125
+1,332
+12% +$47.9K 0.02% 266
2016
Q2 		$408K Buy
10,793
+1,806
+20% +$68.8K 0.02% 262
2016
Q1 		$342K Buy
8,987
+4,342
+93% +$154K 0.02% 291
2015
Q4 		$158K Buy
4,645
+1,695
+57% +$57.2K 0.01% 413
2015
Q3 		$98K Sell
2,950
-3,538
-55% -$111K ﹤0.01% 488
2015
Q2 		$193K Sell
6,488
-2,082
-24% -$65.1K 0.01% 424
2015
Q1 		$268K Buy
8,570
+3,044
+55% +$97.8K 0.01% 370
2014
Q4 		$188K Sell
5,526
-1,161
-17% -$37.9K 0.01% 371
2014
Q3 		$205K Buy
6,687
+3,597
+116% +$113K 0.01% 393
2014
Q2 		$102K Buy
+3,090
New +$97.4K 0.01% 509
2013
Q4 		– Sell
-199
Closed -$6K – 960
2013
Q3 		$6K Buy
+199
New +$5.71K ﹤0.01% 822

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Evercore Wealth Management's PPL Position: Q3 2020 in Review

Evercore Wealth Management sold out of PPL Corp (PPL) in Q3 2020, closing a stake of 19,587 shares — an estimated $506K sold.

Evercore Wealth Management first reported a position in PPL in Q3 2013 and held it in 25 quarters. The position peaked at $985K in Q3 2019. 753 funds tracked by Wall St. Rank hold PPL as of Q3 2020.

  • Evercore Wealth Management reported no remaining PPL Corp position as of Q3 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 19,587 PPL Corp shares in Q3 2020, an estimated $506K.
  • Evercore Wealth Management first reported a position in PPL Corp in Q3 2013 and held it in 25 quarters.
  • Evercore Wealth Management's PPL Corp position peaked at $985K in Q3 2019.
  • 753 funds tracked by Wall St. Rank held PPL Corp as of Q3 2020.

Based on Evercore Wealth Management's 13F filing for Q3 2020, filed 16 Nov 2020.