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Alambic Investment Management’s Powell Industries POWL Stock Holding History

Alambic Investment Management’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
Q1 		– Sell
-40,167
Closed -$656K – 252
2019
Q4 		$656K Sell
40,167
-27,600
-41% -$387K 0.55% 58
2019
Q3 		$884K Buy
67,767
+30,465
+82% +$379K 0.67% 44
2019
Q2 		$472K Buy
37,302
+14,517
+64% +$162K 0.29% 144
2019
Q1 		$202K Buy
+22,785
New +$224K 0.08% 281

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alambic Investment Management's POWL Position: Q1 2020 in Review

Alambic Investment Management sold out of Powell Industries (POWL) in Q1 2020, closing a stake of 40,167 shares — an estimated $656K sold.

Alambic Investment Management first reported a position in POWL in Q1 2019 and held it in 4 quarters. The position peaked at $884K in Q3 2019. 125 funds tracked by Wall St. Rank hold POWL as of Q1 2020.

  • Alambic Investment Management reported no remaining Powell Industries position as of Q1 2020 after selling out during the quarter.
  • Alambic Investment Management sold 40,167 Powell Industries shares in Q1 2020, an estimated $656K.
  • Alambic Investment Management first reported a position in Powell Industries in Q1 2019 and held it in 4 quarters.
  • Alambic Investment Management's Powell Industries position peaked at $884K in Q3 2019.
  • 125 funds tracked by Wall St. Rank held Powell Industries as of Q1 2020.

Based on Alambic Investment Management's 13F filing for Q1 2020, filed 11 May 2020.