OIS
PPL

Okabena Investment Services’s PPL Corp PPL Stock Holding History

Okabena Investment Services’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
-50
Closed -$1.39K – 219
2023
Q1 		$1.39K Buy
+50
New +$1.42K ﹤0.01% 188

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Okabena Investment Services's PPL Position: Q2 2023 in Review

Okabena Investment Services sold out of PPL Corp (PPL) in Q2 2023, closing a stake of 50 shares — an estimated $1.39K sold.

Okabena Investment Services first reported a position in PPL in Q1 2023 and held it in 1 quarter. The position peaked at $1.39K in Q1 2023. 772 funds tracked by Wall St. Rank hold PPL as of Q2 2023.

  • Okabena Investment Services reported no remaining PPL Corp position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 50 PPL Corp shares in Q2 2023, an estimated $1.39K.
  • Okabena Investment Services first reported a position in PPL Corp in Q1 2023 and held it in 1 quarter.
  • Okabena Investment Services's PPL Corp position peaked at $1.39K in Q1 2023.
  • 772 funds tracked by Wall St. Rank held PPL Corp as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.