Fund Management at Engine No 1’s PPL Corp PPL Stock Holding History

Fund Management at Engine No 1’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 Q4	–	Sell	-10,539	Closed	-$248K	–	324
2023 Q3	$248K	Buy	10,539 +941	+10%	+$24.3K	0.04%	370
2023 Q2	$254K	Buy	9,598 +667	+7%	+$18.4K	0.05%	364
2023 Q1	$248K	Buy	8,931 +830	+10%	+$23.5K	0.05%	342
2022 Q4	$237K	Buy	+8,101	New	+$223K	0.06%	320
2022 Q3	–	Sell	-7,431	Closed	-$202K	–	342
2022 Q2	$202K	Buy	+7,431	New	+$213K	0.05%	337

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fund Management at Engine No 1's PPL Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of PPL Corp (PPL) in Q4 2023, closing a stake of 10,539 shares — an estimated $248K sold.

Fund Management at Engine No 1 first reported a position in PPL in Q2 2022 and held it in 5 quarters. The position peaked at $254K in Q2 2023. 773 funds tracked by Wall St. Rank hold PPL as of Q4 2023.

Fund Management at Engine No 1 reported no remaining PPL Corp position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 10,539 PPL Corp shares in Q4 2023, an estimated $248K.
Fund Management at Engine No 1 first reported a position in PPL Corp in Q2 2022 and held it in 5 quarters.
Fund Management at Engine No 1's PPL Corp position peaked at $254K in Q2 2023.
773 funds tracked by Wall St. Rank held PPL Corp as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.