FIM
PPL

Foresters Investment Management’s PPL Corp PPL Stock Holding History

Foresters Investment 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
2019
Q3 		– Sell
-70,650
Closed -$2.19M – 308
2019
Q2 		$2.19M Sell
70,650
-18,550
-21% -$575K 0.04% 314
2019
Q1 		$2.83M Hold
89,200
– – 0.05% 314
2018
Q4 		$2.53M Buy
89,200
+11,200
+14% +$340K 0.05% 310
2018
Q3 		$2.28M Hold
78,000
– – 0.04% 343
2018
Q2 		$2.23M Buy
78,000
+400
+0.5% +$11.1K 0.04% 304
2018
Q1 		$2.19M Sell
77,600
-35,700
-32% -$1.06M 0.04% 314
2017
Q4 		$3.51M Sell
113,300
-15,323
-12% -$550K 0.05% 292
2017
Q3 		$4.88M Hold
128,623
– – 0.08% 248
2017
Q2 		$4.97M Buy
128,623
+3,723
+3% +$144K 0.08% 241
2017
Q1 		$4.67M Hold
124,900
– – 0.08% 241
2016
Q4 		$4.28M Sell
124,900
-29,800
-19% -$1,000K 0.08% 241
2016
Q3 		$5.35M Hold
154,700
– – 0.1% 221
2016
Q2 		$5.84M Sell
154,700
-11,800
-7% -$449K 0.11% 199
2016
Q1 		$6.34M Sell
166,500
-17,900
-10% -$636K 0.13% 180
2015
Q4 		$6.29M Hold
184,400
– – 0.13% 181
2015
Q3 		$6.07M Hold
184,400
– – 0.13% 182
2015
Q2 		$5.43M Buy
184,400
+17,984
+11% +$562K 0.1% 210
2015
Q1 		$5.22M Buy
166,416
+21,473
+15% +$690K 0.1% 208
2014
Q4 		$4.91M Hold
144,943
– – 0.1% 215
2014
Q3 		$4.43M Buy
144,943
+16,105
+13% +$504K 0.09% 210
2014
Q2 		$4.26M Buy
128,838
+10,736
+9% +$338K 0.09% 219
2014
Q1 		$3.65M Hold
118,102
– – 0.08% 229
2013
Q4 		$3.31M Hold
118,102
– – 0.07% 231
2013
Q3 		$3.34M Hold
118,102
– – 0.08% 217
2013
Q2 		$3.33M Buy
+118,102
New +$3.41M 0.1% 177

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foresters Investment Management's PPL Position: Q3 2019 in Review

Foresters Investment Management sold out of PPL Corp (PPL) in Q3 2019, closing a stake of 70,650 shares — an estimated $2.19M sold.

Foresters Investment Management first reported a position in PPL in Q2 2013 and held it in 25 quarters. The position peaked at $6.34M in Q1 2016. 798 funds tracked by Wall St. Rank hold PPL as of Q3 2019.

  • Foresters Investment Management reported no remaining PPL Corp position as of Q3 2019 after selling out during the quarter.
  • Foresters Investment Management sold 70,650 PPL Corp shares in Q3 2019, an estimated $2.19M.
  • Foresters Investment Management first reported a position in PPL Corp in Q2 2013 and held it in 25 quarters.
  • Foresters Investment Management's PPL Corp position peaked at $6.34M in Q1 2016.
  • 798 funds tracked by Wall St. Rank held PPL Corp as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.