SKK
PPL

Shepherd Kaplan Krochuk’s PPL Corp PPL Stock Holding History

Shepherd Kaplan Krochuk’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
Q4 		– Sell
-26,440
Closed -$623K – 57
2023
Q3 		$623K Sell
26,440
-1,363
-5% -$35.2K 0.54% 39
2023
Q2 		$736K Buy
27,803
+596
+2% +$16.4K 0.58% 36
2023
Q1 		$756K Sell
27,207
-1,460
-5% -$41.3K 0.67% 36
2022
Q4 		$838K Buy
28,667
+61
+0.2% +$1.68K 0.5% 45
2022
Q3 		$725K Sell
28,606
-19,975
-41% -$572K 0.36% 54
2022
Q2 		$1.32M Sell
48,581
-722
-1% -$20.7K 0.58% 39
2022
Q1 		$1.41M Sell
49,303
-881
-2% -$24.8K 0.53% 40
2021
Q4 		$1.51M Sell
50,184
-352
-0.7% -$10.2K 0.54% 39
2021
Q3 		$1.41M Sell
50,536
-3,033
-6% -$87.5K 0.52% 38
2021
Q2 		$1.5M Buy
53,569
+26,833
+100% +$775K 0.53% 36
2021
Q1 		$771K Sell
26,736
-885
-3% -$24.8K 0.3% 57
2020
Q4 		$779K Buy
27,621
+456
+2% +$12.9K 0.29% 60
2020
Q3 		$739K Sell
27,165
-3,676
-12% -$99.1K 0.31% 55
2020
Q2 		$797K Buy
+30,841
New +$802K 0.36% 47

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shepherd Kaplan Krochuk's PPL Position: Q4 2023 in Review

Shepherd Kaplan Krochuk sold out of PPL Corp (PPL) in Q4 2023, closing a stake of 26,440 shares — an estimated $623K sold.

Shepherd Kaplan Krochuk first reported a position in PPL in Q2 2020 and held it in 14 quarters. The position peaked at $1.51M in Q4 2021. 774 funds tracked by Wall St. Rank hold PPL as of Q4 2023.

  • Shepherd Kaplan Krochuk reported no remaining PPL Corp position as of Q4 2023 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 26,440 PPL Corp shares in Q4 2023, an estimated $623K.
  • Shepherd Kaplan Krochuk first reported a position in PPL Corp in Q2 2020 and held it in 14 quarters.
  • Shepherd Kaplan Krochuk's PPL Corp position peaked at $1.51M in Q4 2021.
  • 774 funds tracked by Wall St. Rank held PPL Corp as of Q4 2023.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2023, filed 14 Feb 2024.