Safeguard Financial’s PPL Corp PPL Stock Holding History

Safeguard 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
2023 Q3	–	Sell	-220	Closed	-$5K	–	423
2023 Q2	$5K	Buy	+220	New	+$6.07K	﹤0.01%	404

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Safeguard Financial's PPL Position: Q3 2023 in Review

Safeguard Financial sold out of PPL Corp (PPL) in Q3 2023, closing a stake of 220 shares — an estimated $5K sold.

Safeguard Financial first reported a position in PPL in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 748 funds tracked by Wall St. Rank hold PPL as of Q3 2023.

Safeguard Financial reported no remaining PPL Corp position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 220 PPL Corp shares in Q3 2023, an estimated $5K.
Safeguard Financial first reported a position in PPL Corp in Q2 2023 and held it in 1 quarter.
Safeguard Financial's PPL Corp position peaked at $5K in Q2 2023.
748 funds tracked by Wall St. Rank held PPL Corp as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.