SMFS
PPL

Squar Milner Financial Services’s PPL Corp PPL Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-5,241
Closed -$129K – 568
2020
Q1 		$129K Hold
5,241
– – 0.08% 224
2019
Q4 		$188K Buy
+5,241
New +$176K 0.09% 211
2019
Q3 		– Sell
-4,007
Closed -$124K – 576
2019
Q2 		$124K Sell
4,007
-264
-6% -$8.18K 0.08% 239
2019
Q1 		$135K Hold
4,271
– – 0.1% 218
2018
Q4 		$121K Sell
4,271
-100
-2% -$3.04K 0.12% 199
2018
Q3 		$128K Hold
4,371
– – 0.12% 211
2018
Q2 		$125K Buy
+4,371
New +$121K 0.11% 222

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Squar Milner Financial Services's PPL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of PPL Corp (PPL) in Q2 2020, closing a stake of 5,241 shares — an estimated $129K sold.

Squar Milner Financial Services first reported a position in PPL in Q2 2018 and held it in 7 quarters. The position peaked at $188K in Q4 2019. 776 funds tracked by Wall St. Rank hold PPL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining PPL Corp position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 5,241 PPL Corp shares in Q2 2020, an estimated $129K.
  • Squar Milner Financial Services first reported a position in PPL Corp in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's PPL Corp position peaked at $188K in Q4 2019.
  • 776 funds tracked by Wall St. Rank held PPL Corp as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.