SFPG
PPL

Stonebridge Financial Planning Group’s PPL Corp PPL Stock Holding History

Stonebridge Financial Planning Group’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
Q3 		– Sell
-3,200
Closed -$84K – 399
2020
Q2 		$84K Hold
3,200
– – 0.07% 144
2020
Q1 		$83K Hold
3,200
– – 0.08% 134
2019
Q4 		$115K Buy
+3,200
New +$107K 0.1% 119

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Stonebridge Financial Planning Group's PPL Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of PPL Corp (PPL) in Q3 2020, closing a stake of 3,200 shares — an estimated $84K sold.

Stonebridge Financial Planning Group first reported a position in PPL in Q4 2019 and held it in 3 quarters. The position peaked at $115K in Q4 2019. 753 funds tracked by Wall St. Rank hold PPL as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining PPL Corp position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 3,200 PPL Corp shares in Q3 2020, an estimated $84K.
  • Stonebridge Financial Planning Group first reported a position in PPL Corp in Q4 2019 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's PPL Corp position peaked at $115K in Q4 2019.
  • 753 funds tracked by Wall St. Rank held PPL Corp as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.