SA
PPL

SRH Advisors’s PPL Corp PPL Stock Holding History

SRH 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
2019
Q3 		– Sell
-250
Closed -$8K – 269
2019
Q2 		$8K Hold
250
– – 0.03% 180
2019
Q1 		$8K Hold
250
– – 0.03% 170
2018
Q4 		$7K Hold
250
– – 0.03% 176
2018
Q3 		$7K Buy
+250
New +$7.3K 0.02% 194
2015
Q3 		– Sell
-43
Closed -$1K – 269
2015
Q2 		$1K Sell
43
-3
-7% -$94 0.01% 238
2015
Q1 		$1K Hold
46
– – 0.01% 234
2014
Q4 		$2K Hold
46
– – 0.01% 187
2014
Q3 		$1K Hold
46
– – 0.01% 227
2014
Q2 		$2K Hold
46
– – 0.02% 137
2014
Q1 		$1K Hold
46
– – 0.01% 141
2013
Q4 		$1K Buy
+46
New +$1.3K 0.01% 145

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SRH Advisors's PPL Position: Q3 2019 in Review

SRH Advisors sold out of PPL Corp (PPL) in Q3 2019, closing a stake of 250 shares — an estimated $8K sold.

SRH Advisors first reported a position in PPL in Q4 2013 and held it in 11 quarters. The position peaked at $8K in Q2 2019. 799 funds tracked by Wall St. Rank hold PPL as of Q3 2019.

  • SRH Advisors reported no remaining PPL Corp position as of Q3 2019 after selling out during the quarter.
  • SRH Advisors sold 250 PPL Corp shares in Q3 2019, an estimated $8K.
  • SRH Advisors first reported a position in PPL Corp in Q4 2013 and held it in 11 quarters.
  • SRH Advisors's PPL Corp position peaked at $8K in Q2 2019.
  • 799 funds tracked by Wall St. Rank held PPL Corp as of Q3 2019.

Based on SRH Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.