Sugarloaf Wealth Management’s PPL Corp PPL Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$32.5K	Hold	1,000	–	–	0.01%	346
2024 Q3	$33.1K	Sell	1,000 -59	-6%	-$1.8K	0.01%	350
2024 Q2	$29.3K	Hold	1,059	–	–	0.01%	348
2024 Q1	$29.2K	Sell	1,059 -1,692	-62%	-$45K	0.01%	356
2023 Q4	$74.6K	Buy	2,751 +1,065	+63%	+$27K	0.02%	241
2023 Q3	$39.7K	Hold	1,686	–	–	0.01%	310
2023 Q2	$44.6K	Hold	1,686	–	–	0.01%	303
2023 Q1	$46.9K	Hold	1,686	–	–	0.01%	299
2022 Q4	$49.3K	Hold	1,686	–	–	0.01%	287
2022 Q3	$43K	Hold	1,686	–	–	0.01%	307
2022 Q2	$46K	Hold	1,686	–	–	0.01%	302
2022 Q1	$48K	Hold	1,686	–	–	0.01%	286
2021 Q4	$51K	Hold	1,686	–	–	0.01%	293
2021 Q3	$47K	Hold	1,686	–	–	0.01%	275
2021 Q2	$47K	Hold	1,686	–	–	0.01%	278
2021 Q1	$49	Hold	1,686	–	–	0.01%	271
2020 Q4	$48K	Hold	1,686	–	–	0.02%	256
2020 Q3	$46K	Hold	1,686	–	–	0.02%	249
2020 Q2	$44K	Sell	1,686 -46	-3%	-$1.2K	0.02%	254
2020 Q1	$43K	Buy	1,732 +46	+3%	+$1.48K	0.02%	238
2019 Q4	$60K	Buy	+1,686	New	+$56.5K	0.03%	234

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sugarloaf Wealth Management's PPL Position: Q4 2024 in Review

Sugarloaf Wealth Management held its PPL Corp (PPL) position steady in Q4 2024 at 1,000 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #346.

Sugarloaf Wealth Management first reported a position in PPL in Q4 2019 and has held it in 21 quarters since. The position peaked at $74.6K in Q4 2023. 863 funds tracked by Wall St. Rank hold PPL as of Q4 2024.

Sugarloaf Wealth Management held 1,000 shares of PPL Corp worth $32.5K as of Q4 2024.
Sugarloaf Wealth Management left its PPL Corp share count unchanged in Q4 2024.
PPL Corp made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #346 holding.
Sugarloaf Wealth Management first reported a position in PPL Corp in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's PPL Corp position peaked at $74.6K in Q4 2023.
863 funds tracked by Wall St. Rank held PPL Corp as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.