SBWM
PPL

Sunflower Bank Wealth Management’s PPL Corp PPL Stock Holding History

Sunflower Bank 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
2020
Q3 		$448K Buy
16,454
+1,035
+7% +$27.9K 0.15% 72
2020
Q2 		$398K Buy
+15,419
New +$401K 0.13% 91
2020
Q1 		– Sell
-5,855
Closed -$210K – 127
2019
Q4 		$210K Buy
+5,855
New +$196K 0.06% 126
2019
Q2 		– Sell
-7,595
Closed -$241K – 134
2019
Q1 		$241K Sell
7,595
-1,090
-13% -$33.9K 0.07% 124
2018
Q4 		$246K Sell
8,685
-1,520
-15% -$46.2K 0.08% 118
2018
Q3 		$298K Sell
10,205
-280
-3% -$8.18K 0.08% 120
2018
Q2 		$299K Sell
10,485
-5,715
-35% -$158K 0.09% 116
2018
Q1 		$458K Sell
16,200
-5,495
-25% -$164K 0.13% 98
2017
Q4 		$671K Sell
21,695
-5,150
-19% -$185K 0.18% 75
2017
Q3 		$1.02M Buy
26,845
+750
+3% +$29K 0.37% 35
2017
Q2 		$1.01M Sell
26,095
-1,365
-5% -$52.8K 0.34% 43
2017
Q1 		$1.03M Sell
27,460
-362
-1% -$12.9K 0.35% 44
2016
Q4 		$947K Sell
27,822
-5,635
-17% -$189K 0.34% 45
2016
Q3 		$1.16M Sell
33,457
-236
-0.7% -$8.49K 0.42% 41
2016
Q2 		$1.27M Sell
33,693
-105
-0.3% -$4K 0.45% 41
2016
Q1 		$1.29M Buy
33,798
+13,460
+66% +$478K 0.46% 40
2015
Q4 		$694K Sell
20,338
-737
-3% -$24.9K 0.24% 55
2015
Q3 		$693K Sell
21,075
-1,060
-5% -$33.2K 0.25% 54
2015
Q2 		$652K Sell
22,135
-31,494
-59% -$984K 0.22% 56
2015
Q1 		$1.68M Buy
53,629
+3,484
+7% +$112K 0.55% 38
2014
Q4 		$1.7M Buy
50,145
+7,097
+16% +$232K 0.54% 37
2014
Q3 		$1.32M Hold
43,048
– – 0.45% 41
2014
Q2 		$1.42M Buy
43,048
+3,752
+10% +$118K 0.58% 36
2014
Q1 		$1.21M Buy
39,296
+4,740
+14% +$138K 0.59% 37
2013
Q4 		$968K Buy
34,556
+269
+0.8% +$7.59K 0.49% 41
2013
Q3 		$970K Buy
34,287
+5,294
+18% +$152K 0.53% 42
2013
Q2 		$817K Buy
+28,993
New +$838K 0.44% 43

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

Sunflower Bank Wealth Management's PPL Position: Q3 2020 in Review

Sunflower Bank Wealth Management increased its PPL Corp (PPL) stake by 6.7% in Q3 2020, buying an estimated $27.9K and bringing the position to 16,454 shares worth $448K. The position accounts for 0.15% of the portfolio, ranked #72.

Sunflower Bank Wealth Management first reported a position in PPL in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.7M in Q4 2014. 753 funds tracked by Wall St. Rank hold PPL as of Q3 2020.

  • Sunflower Bank Wealth Management held 16,454 shares of PPL Corp worth $448K as of Q3 2020.
  • Sunflower Bank Wealth Management bought 1,035 PPL Corp shares in Q3 2020, an estimated $27.9K.
  • PPL Corp made up 0.15% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #72 holding.
  • Sunflower Bank Wealth Management first reported a position in PPL Corp in Q2 2013 and has held it in 27 quarters since.
  • Sunflower Bank Wealth Management's PPL Corp position peaked at $1.7M in Q4 2014.
  • 753 funds tracked by Wall St. Rank held PPL Corp as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.