Loring Wolcott & Coolidge Fiduciary Advisors’s PPL Corp PPL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-550	Closed	-$15.3K	–	657
2023 Q1	$15.3K	Hold	550	–	–	﹤0.01%	490
2022 Q4	$16.1K	Buy	+550	New	+$15.1K	﹤0.01%	476
2022 Q3	–	Sell	-2,655	Closed	-$72K	–	627
2022 Q2	$72K	Buy	+2,655	New	+$76.2K	﹤0.01%	391
2019 Q2	–	Sell	-30	Closed	–	–	753
2019 Q1	$0	Buy	+30	New	+$933	﹤0.01%	745
2016 Q4	–	Sell	-824	Closed	-$28K	–	610
2016 Q3	$28K	Hold	824	–	–	﹤0.01%	448
2016 Q2	$31K	Buy	+824	New	+$31.4K	﹤0.01%	441
2015 Q4	–	Sell	-200	Closed	-$6K	–	667
2015 Q3	$6K	Hold	200	–	–	﹤0.01%	575
2015 Q2	$6K	Sell	200 -15	-7%	-$469	﹤0.01%	575
2015 Q1	$7K	Hold	215	–	–	﹤0.01%	583
2014 Q4	$7K	Hold	215	–	–	﹤0.01%	584
2014 Q3	$7K	Hold	215	–	–	﹤0.01%	558
2014 Q2	$7K	Hold	215	–	–	﹤0.01%	577
2014 Q1	$7K	Hold	215	–	–	﹤0.01%	562
2013 Q4	$6K	Hold	215	–	–	﹤0.01%	550
2013 Q3	$6K	Hold	215	–	–	﹤0.01%	512
2013 Q2	$6K	Buy	+215	New	+$6.21K	﹤0.01%	558

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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PPL Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PPL Corp (PPL) in Q2 2023, closing a stake of 550 shares — an estimated $15.3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PPL in Q2 2013 and held it in 16 quarters. The position peaked at $72K in Q2 2022. 773 funds tracked by Wall St. Rank hold PPL as of Q2 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PPL Corp position as of Q2 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 550 PPL Corp shares in Q2 2023, an estimated $15.3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PPL Corp in Q2 2013 and held it in 16 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's PPL Corp position peaked at $72K in Q2 2022.
773 funds tracked by Wall St. Rank held PPL Corp as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.