AJO LP’s Powell Industries POWL Stock Holding History

AJO LP’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
2020 Q4	–	Sell	-12,393	Closed	-$99K	–	562
2020 Q3	$99K	Sell	12,393 -116,730	-90%	-$1.04M	﹤0.01%	635
2020 Q2	$1.18M	Buy	129,123 +25,428	+25%	+$216K	0.01%	445
2020 Q1	$887K	Buy	+103,695	New	+$1.24M	0.01%	436

Other funds holding POWL

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AJO LP's POWL Position: Q4 2020 in Review

AJO LP sold out of Powell Industries (POWL) in Q4 2020, closing a stake of 12,393 shares — an estimated $99K sold.

AJO LP first reported a position in POWL in Q1 2020 and held it in 3 quarters. The position peaked at $1.18M in Q2 2020. 121 funds tracked by Wall St. Rank hold POWL as of Q4 2020.

AJO LP reported no remaining Powell Industries position as of Q4 2020 after selling out during the quarter.
AJO LP sold 12,393 Powell Industries shares in Q4 2020, an estimated $99K.
AJO LP first reported a position in Powell Industries in Q1 2020 and held it in 3 quarters.
AJO LP's Powell Industries position peaked at $1.18M in Q2 2020.
121 funds tracked by Wall St. Rank held Powell Industries as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.