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Acuitas Investments’s Powell Industries POWL Stock Holding History

Acuitas Investments’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-81,159
Closed -$1.64M – 117
2023
Q2 		$1.64M Sell
81,159
-72,942
-47% -$1.26M 0.95% 43
2023
Q1 		$2.19M Sell
154,101
-248,139
-62% -$3.44M 2.26% 23
2022
Q4 		$4.72M Sell
402,240
-185,667
-32% -$1.7M 4.76% 4
2022
Q3 		$4.13M Hold
587,907
– – 4.28% 7
2022
Q2 		$4.58M Buy
587,907
+158,187
+37% +$1.24M 4.42% 6
2022
Q1 		$2.78M Sell
429,720
-19,908
-4% -$163K 2.62% 21
2021
Q4 		$4.42M Buy
449,628
+144,918
+48% +$1.3M 1.88% 20
2021
Q3 		$2.5M Buy
304,710
+165,408
+119% +$1.49M 1.09% 49
2021
Q2 		$1.44M Buy
+139,302
New +$1.6M 0.72% 60

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Acuitas Investments's POWL Position: Q3 2023 in Review

Acuitas Investments sold out of Powell Industries (POWL) in Q3 2023, closing a stake of 81,159 shares — an estimated $1.64M sold.

Acuitas Investments first reported a position in POWL in Q2 2021 and held it in 9 quarters. The position peaked at $4.72M in Q4 2022. 165 funds tracked by Wall St. Rank hold POWL as of Q3 2023.

  • Acuitas Investments reported no remaining Powell Industries position as of Q3 2023 after selling out during the quarter.
  • Acuitas Investments sold 81,159 Powell Industries shares in Q3 2023, an estimated $1.64M.
  • Acuitas Investments first reported a position in Powell Industries in Q2 2021 and held it in 9 quarters.
  • Acuitas Investments's Powell Industries position peaked at $4.72M in Q4 2022.
  • 165 funds tracked by Wall St. Rank held Powell Industries as of Q3 2023.

Based on Acuitas Investments's 13F filing for Q3 2023, filed 27 Oct 2023.