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Lee Financial’s PPL Corp PPL Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-79
Closed -$2.16K – 646
2023
Q4 		$2.16K Buy
+79
New +$2K ﹤0.01% 733
2023
Q2 		– Sell
-70
Closed -$1.93K – 788
2023
Q1 		$1.96K Sell
70
-19
-21% -$538 ﹤0.01% 678
2022
Q4 		$2.6K Buy
89
+70
+368% +$1.93K ﹤0.01% 650
2022
Q3 		$0 Sell
19
-74
-80% -$2.12K ﹤0.01% 972
2022
Q2 		$3K Buy
+93
New +$2.67K ﹤0.01% 641
2022
Q1 		– Sell
-185
Closed -$6K – 917
2021
Q4 		$6K Buy
+185
New +$5.34K ﹤0.01% 581
2018
Q3 		– Sell
-442
Closed -$13K – 649
2018
Q2 		$13K Buy
442
+26
+6% +$720 ﹤0.01% 432
2018
Q1 		$12K Buy
+416
New +$12.4K ﹤0.01% 440

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Lee Financial's PPL Position: Q1 2024 in Review

Lee Financial sold out of PPL Corp (PPL) in Q1 2024, closing a stake of 79 shares — an estimated $2.16K sold.

Lee Financial first reported a position in PPL in Q1 2018 and held it in 8 quarters. The position peaked at $13K in Q2 2018. 773 funds tracked by Wall St. Rank hold PPL as of Q1 2024.

  • Lee Financial reported no remaining PPL Corp position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 79 PPL Corp shares in Q1 2024, an estimated $2.16K.
  • Lee Financial first reported a position in PPL Corp in Q1 2018 and held it in 8 quarters.
  • Lee Financial's PPL Corp position peaked at $13K in Q2 2018.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.