PO
PPL

Private Ocean’s PPL Corp PPL Stock Holding History

Private Ocean’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
Q2 		$359 Sell
13
-104
-89% -$2.92K ﹤0.01% 591
2024
Q1 		$3.22K Buy
+117
New +$3.11K ﹤0.01% 439
2019
Q3 		– Sell
-55
Closed -$1K – 621
2019
Q2 		$1K Buy
+55
New +$1.71K ﹤0.01% 452
2018
Q1 		– Sell
-156
Closed -$5K – 494
2017
Q4 		$5K Buy
+156
New +$5.6K ﹤0.01% 278

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Private Ocean's PPL Position: Q2 2024 in Review

Private Ocean reduced its PPL Corp (PPL) stake by 89% in Q2 2024, selling an estimated $2.92K and leaving 13 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Private Ocean first reported a position in PPL in Q4 2017 and has held it in 4 quarters since. The position peaked at $5K in Q4 2017. 794 funds tracked by Wall St. Rank hold PPL as of Q2 2024.

  • Private Ocean held 13 shares of PPL Corp worth $359 as of Q2 2024.
  • Private Ocean sold 104 PPL Corp shares in Q2 2024, an estimated $2.92K.
  • PPL Corp made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #591 holding.
  • Private Ocean first reported a position in PPL Corp in Q4 2017 and has held it in 4 quarters since.
  • Private Ocean's PPL Corp position peaked at $5K in Q4 2017.
  • 794 funds tracked by Wall St. Rank held PPL Corp as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.