Shelton Capital Management’s PPL Corp PPL Stock Holding History

Shelton Capital Management’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	-7,939	Closed	-$215K	–	718
2022 Q2	$215K	Hold	7,939	–	–	0.01%	639
2022 Q1	$227K	Sell	7,939 -110	-1%	-$3.1K	0.01%	717
2021 Q4	$242K	Buy	8,049 +348	+5%	+$10K	0.01%	683
2021 Q3	$215K	Buy	+7,701	New	+$222K	0.01%	734
2020 Q4	–	Sell	-32,073	Closed	-$873K	–	802
2020 Q3	$873K	Buy	+32,073	New	+$865K	0.04%	364

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Shelton Capital Management's PPL Position: Q3 2022 in Review

Shelton Capital Management sold out of PPL Corp (PPL) in Q3 2022, closing a stake of 7,939 shares — an estimated $215K sold.

Shelton Capital Management first reported a position in PPL in Q3 2020 and held it in 5 quarters. The position peaked at $873K in Q3 2020. 754 funds tracked by Wall St. Rank hold PPL as of Q3 2022.

Shelton Capital Management reported no remaining PPL Corp position as of Q3 2022 after selling out during the quarter.
Shelton Capital Management sold 7,939 PPL Corp shares in Q3 2022, an estimated $215K.
Shelton Capital Management first reported a position in PPL Corp in Q3 2020 and held it in 5 quarters.
Shelton Capital Management's PPL Corp position peaked at $873K in Q3 2020.
754 funds tracked by Wall St. Rank held PPL Corp as of Q3 2022.

Based on Shelton Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.