SQA
PPL

Simon Quick Advisors’s PPL Corp PPL Stock Holding History

Simon Quick Advisors’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
Q2 		– Sell
-336
Closed -$10K – 341
2022
Q1 		$10K Hold
336
– – ﹤0.01% 303
2021
Q4 		$10K Hold
336
– – ﹤0.01% 313
2021
Q3 		$9K Hold
336
– – ﹤0.01% 356
2021
Q2 		$9K Hold
336
– – ﹤0.01% 383
2021
Q1 		$9K Hold
336
– – ﹤0.01% 394
2020
Q4 		$9K Buy
+336
New +$9.54K ﹤0.01% 375
2020
Q1 		– Sell
-207
Closed -$7K – 657
2019
Q4 		$7K Buy
+207
New +$6.94K ﹤0.01% 447
2018
Q1 		– Sell
-16
Closed -$1K – 399
2017
Q4 		$1K Buy
+16
New +$575 ﹤0.01% 432
2017
Q2 		– Sell
-1,100
Closed -$41K – 354
2017
Q1 		$41K Hold
1,100
– – 0.02% 170
2016
Q4 		$37K Buy
+1,100
New +$36.9K 0.03% 171

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return