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Wintrust Investments’s PPL Corp PPL Stock Holding History

Wintrust Investments’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
Q1 		– Sell
-8,709
Closed -$236K – 481
2023
Q4 		$236K Sell
8,709
-23,751
-73% -$602K 0.02% 394
2023
Q3 		$765K Sell
32,460
-2,749
-8% -$71.1K 0.08% 201
2023
Q2 		$932K Buy
+35,209
New +$971K 0.09% 184
2022
Q4 		– Sell
-46,550
Closed -$1.18M – 406
2022
Q3 		$1.18M Sell
46,550
-2,250
-5% -$64.4K 0.15% 127
2022
Q2 		$1.32M Sell
48,800
-1,850
-4% -$53.1K 0.16% 121
2022
Q1 		$1.45M Buy
50,650
+10,800
+27% +$305K 0.14% 129
2021
Q4 		$1.2M Buy
39,850
+1,900
+5% +$54.8K 0.11% 149
2021
Q3 		$1.06M Buy
37,950
+10,870
+40% +$314K 0.14% 113
2021
Q2 		$757K Buy
+27,080
New +$782K 0.08% 197

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wintrust Investments's PPL Position: Q1 2024 in Review

Wintrust Investments sold out of PPL Corp (PPL) in Q1 2024, closing a stake of 8,709 shares — an estimated $236K sold.

Wintrust Investments first reported a position in PPL in Q2 2021 and held it in 9 quarters. The position peaked at $1.45M in Q1 2022. 773 funds tracked by Wall St. Rank hold PPL as of Q1 2024.

  • Wintrust Investments reported no remaining PPL Corp position as of Q1 2024 after selling out during the quarter.
  • Wintrust Investments sold 8,709 PPL Corp shares in Q1 2024, an estimated $236K.
  • Wintrust Investments first reported a position in PPL Corp in Q2 2021 and held it in 9 quarters.
  • Wintrust Investments's PPL Corp position peaked at $1.45M in Q1 2022.
  • 773 funds tracked by Wall St. Rank held PPL Corp as of Q1 2024.

Based on Wintrust Investments's 13F filing for Q1 2024, filed 9 May 2024.