SIC
PPL

Samalin Investment Counsel’s PPL Corp PPL Stock Holding History

Samalin Investment Counsel’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
2021
Q3 		– Sell
-24,581
Closed -$688K – 250
2021
Q2 		$688K Sell
24,581
-2,320
-9% -$67K 0.45% 67
2021
Q1 		$775K Buy
26,901
+6,544
+32% +$183K 0.52% 47
2020
Q4 		$574K Buy
20,357
+349
+2% +$9.91K 0.43% 64
2020
Q3 		$544K Buy
+20,008
New +$539K 0.49% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Samalin Investment Counsel's PPL Position: Q3 2021 in Review

Samalin Investment Counsel sold out of PPL Corp (PPL) in Q3 2021, closing a stake of 24,581 shares — an estimated $688K sold.

Samalin Investment Counsel first reported a position in PPL in Q3 2020 and held it in 4 quarters. The position peaked at $775K in Q1 2021. 797 funds tracked by Wall St. Rank hold PPL as of Q3 2021.

  • Samalin Investment Counsel reported no remaining PPL Corp position as of Q3 2021 after selling out during the quarter.
  • Samalin Investment Counsel sold 24,581 PPL Corp shares in Q3 2021, an estimated $688K.
  • Samalin Investment Counsel first reported a position in PPL Corp in Q3 2020 and held it in 4 quarters.
  • Samalin Investment Counsel's PPL Corp position peaked at $775K in Q1 2021.
  • 797 funds tracked by Wall St. Rank held PPL Corp as of Q3 2021.

Based on Samalin Investment Counsel's 13F filing for Q3 2021, filed 15 Nov 2021.