Jupiter Investment Management’s PPL Corp PPL Stock Holding History

Jupiter 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 Q4	–	Sell	-27,306	Closed	-$859K	–	496
2019 Q3	$859K	Sell	27,306 -1,225	-4%	-$37K	0.01%	360
2019 Q2	$884K	Sell	28,531 -250,238	-90%	-$7.76M	0.01%	257
2019 Q1	$8.85M	Sell	278,769 -1,258,047	-82%	-$39.1M	0.08%	147
2018 Q4	$43.5M	Buy	+1,536,816	New	+$46.7M	0.39%	79
2018 Q2	–	Sell	-17,740	Closed	-$501K	–	434
2018 Q1	$501K	Sell	17,740 -455,152	-96%	-$13.6M	﹤0.01%	317
2017 Q4	$14.6M	Buy	+472,892	New	+$17M	0.13%	124
2017 Q3	–	Sell	-15,600	Closed	-$603K	–	433
2017 Q2	$603K	Buy	+15,600	New	+$603K	0.01%	300
2017 Q1	–	Sell	-8,100	Closed	-$275K	–	456
2016 Q4	$275K	Buy	+8,100	New	+$272K	﹤0.01%	303
2016 Q3	–	Sell	-324,650	Closed	-$12.3M	–	436
2016 Q2	$12.3M	Buy	+324,650	New	+$12.4M	0.23%	109
2013 Q4	–	Sell	-40,047	Closed	-$1.13M	–	390
2013 Q3	$1.13M	Buy	+40,047	New	+$1.15M	0.11%	206

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Jupiter Investment Management's PPL Position: Q4 2019 in Review

Jupiter Investment Management sold out of PPL Corp (PPL) in Q4 2019, closing a stake of 27,306 shares — an estimated $859K sold.

Jupiter Investment Management first reported a position in PPL in Q3 2013 and held it in 10 quarters. The position peaked at $43.5M in Q4 2018. 865 funds tracked by Wall St. Rank hold PPL as of Q4 2019.

Jupiter Investment Management reported no remaining PPL Corp position as of Q4 2019 after selling out during the quarter.
Jupiter Investment Management sold 27,306 PPL Corp shares in Q4 2019, an estimated $859K.
Jupiter Investment Management first reported a position in PPL Corp in Q3 2013 and held it in 10 quarters.
Jupiter Investment Management's PPL Corp position peaked at $43.5M in Q4 2018.
865 funds tracked by Wall St. Rank held PPL Corp as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.