Sustainable Insight Capital Management’s PPL Corp PPL Stock Holding History

Sustainable Insight Capital 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	–	Sell	-8,500	Closed	-$281K	–	88
2024 Q3	$281K	Sell	8,500 -9,400	-53%	-$288K	0.13%	65
2024 Q2	$495K	Buy	+17,900	New	+$502K	0.25%	43
2021 Q3	–	Sell	-26,100	Closed	-$730K	–	129
2021 Q2	$730K	Sell	26,100 -25,300	-49%	-$731K	0.43%	44
2021 Q1	$1.48M	Buy	51,400 +31,700	+161%	+$888K	0.99%	29
2020 Q4	$556K	Buy	+19,700	New	+$559K	0.38%	46
2019 Q2	–	Sell	-23,900	Closed	-$759K	–	86
2019 Q1	$759K	Buy	+23,900	New	+$743K	0.98%	40

Other funds holding PPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sustainable Insight Capital Management's PPL Position: Q4 2024 in Review

Sustainable Insight Capital Management sold out of PPL Corp (PPL) in Q4 2024, closing a stake of 8,500 shares — an estimated $281K sold.

Sustainable Insight Capital Management first reported a position in PPL in Q1 2019 and held it in 6 quarters. The position peaked at $1.48M in Q1 2021. 866 funds tracked by Wall St. Rank hold PPL as of Q4 2024.

Sustainable Insight Capital Management reported no remaining PPL Corp position as of Q4 2024 after selling out during the quarter.
Sustainable Insight Capital Management sold 8,500 PPL Corp shares in Q4 2024, an estimated $281K.
Sustainable Insight Capital Management first reported a position in PPL Corp in Q1 2019 and held it in 6 quarters.
Sustainable Insight Capital Management's PPL Corp position peaked at $1.48M in Q1 2021.
866 funds tracked by Wall St. Rank held PPL Corp as of Q4 2024.

Based on Sustainable Insight Capital Management's 13F filing for Q4 2024, filed 21 Jan 2025.