KA
PPL

Kaizen Advisory’s PPL Corp PPL Stock Holding History

Kaizen Advisory’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
2018
Q4 		$53K Buy
1,854
+306
+20% +$9.29K 0.04% 318
2018
Q3 		$45K Hold
1,548
– – 0.02% 355
2018
Q2 		$44K Buy
1,548
+890
+135% +$24.6K 0.02% 364
2018
Q1 		$19K Hold
658
– – 0.02% 345
2017
Q4 		$20K Buy
+658
New +$23.6K 0.01% 334

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Kaizen Advisory's PPL Position: Q4 2018 in Review

Kaizen Advisory increased its PPL Corp (PPL) stake by 20% in Q4 2018, buying an estimated $9.29K and bringing the position to 1,854 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #318.

Kaizen Advisory first reported a position in PPL in Q4 2017 and has held it in 5 quarters since. 807 funds tracked by Wall St. Rank hold PPL as of Q4 2018.

  • Kaizen Advisory held 1,854 shares of PPL Corp worth $53K as of Q4 2018.
  • Kaizen Advisory bought 306 PPL Corp shares in Q4 2018, an estimated $9.29K.
  • PPL Corp made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #318 holding.
  • Kaizen Advisory first reported a position in PPL Corp in Q4 2017 and has held it in 5 quarters since.
  • 807 funds tracked by Wall St. Rank held PPL Corp as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.