PSP
PPL

Principal Street Partners’s PPL Corp PPL Stock Holding History

Principal Street Partners’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
2022
Q3 		– Sell
-174,509
Closed -$4.74M – 217
2022
Q2 		$4.74M Buy
174,509
+728
+0.4% +$20.9K 1.23% 33
2022
Q1 		$4.96M Buy
173,781
+17,892
+11% +$505K 1.14% 36
2021
Q4 		$4.69M Buy
155,889
+6,852
+5% +$198K 1.13% 39
2021
Q3 		$4.16M Sell
149,037
-2,655
-2% -$76.6K 1.13% 45
2021
Q2 		$4.25M Sell
151,692
-259,189
-63% -$7.49M 1.12% 46
2021
Q1 		$11.8M Buy
410,881
+269,419
+190% +$7.54M 1.53% 38
2020
Q4 		$3.99M Sell
141,462
-17,220
-11% -$489K 1.22% 36
2020
Q3 		$4.32M Sell
158,682
-7,620
-5% -$205K 1.52% 22
2020
Q2 		$4.3M Sell
166,302
-28,101
-14% -$731K 1.61% 30
2020
Q1 		$4.8M Sell
194,403
-25,344
-12% -$817K 2.01% 24
2019
Q4 		$7.89M Buy
+219,747
New +$7.37M 1.76% 20

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return