Kavar Capital Partners Group’s PPL Corp PPL Stock Holding History

Kavar Capital Partners Group’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 Q1	–	Sell	-11,500	Closed	-$336K	–	168
2022 Q4	$336K	Sell	11,500 -500	-4%	-$13.7K	0.08%	113
2022 Q3	$304K	Sell	12,000 -375	-3%	-$10.7K	0.08%	116
2022 Q2	$336K	Sell	12,375 -5,625	-31%	-$161K	0.08%	136
2022 Q1	$514K	Buy	18,000 +1,000	+6%	+$28.2K	0.11%	108
2021 Q4	$511K	Hold	17,000	–	–	0.11%	111
2021 Q3	$474K	Buy	17,000 +500	+3%	+$14.4K	0.11%	120
2021 Q2	$462K	Buy	16,500 +7,500	+83%	+$217K	0.11%	113
2021 Q1	$260K	Hold	9,000	–	–	0.07%	126
2020 Q4	$254K	Buy	+9,000	New	+$255K	0.07%	136
2019 Q3	–	Sell	-1,125	Closed	-$35K	–	369
2019 Q2	$35K	Buy	+1,125	New	+$34.9K	0.01%	263
2016 Q3	–	Sell	-8,000	Closed	-$302K	–	100
2016 Q2	$302K	Hold	8,000	–	–	0.19%	88
2016 Q1	$305K	Hold	8,000	–	–	0.2%	87
2015 Q4	$273K	Hold	8,000	–	–	0.18%	91
2015 Q3	$263K	Hold	8,000	–	–	0.19%	92
2015 Q2	$235K	Sell	8,000 -589	-7%	-$18.4K	0.16%	108
2015 Q1	$269K	Hold	8,589	–	–	0.23%	92
2014 Q4	$291K	Hold	8,589	–	–	0.23%	108
2014 Q3	$263K	Hold	8,589	–	–	0.22%	110
2014 Q2	$284K	Hold	8,589	–	–	0.24%	110
2014 Q1	$265K	Hold	8,589	–	–	0.22%	111
2013 Q4	$240K	Buy	+8,589	New	+$242K	0.21%	106

Other funds holding PPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kavar Capital Partners Group's PPL Position: Q1 2023 in Review

Kavar Capital Partners Group sold out of PPL Corp (PPL) in Q1 2023, closing a stake of 11,500 shares — an estimated $336K sold.

Kavar Capital Partners Group first reported a position in PPL in Q4 2013 and held it in 21 quarters. The position peaked at $514K in Q1 2022. 802 funds tracked by Wall St. Rank hold PPL as of Q1 2023.

Kavar Capital Partners Group reported no remaining PPL Corp position as of Q1 2023 after selling out during the quarter.
Kavar Capital Partners Group sold 11,500 PPL Corp shares in Q1 2023, an estimated $336K.
Kavar Capital Partners Group first reported a position in PPL Corp in Q4 2013 and held it in 21 quarters.
Kavar Capital Partners Group's PPL Corp position peaked at $514K in Q1 2022.
802 funds tracked by Wall St. Rank held PPL Corp as of Q1 2023.

Based on Kavar Capital Partners Group's 13F filing for Q1 2023, filed 15 May 2023.