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POWL icon

Ancora Advisors’s Powell Industries POWL Stock Holding History

Ancora Advisors’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
2019
Q4 		– Sell
-20,178
Closed -$263K – 1372
2019
Q3 		$263K Sell
20,178
-24,906
-55% -$310K 0.01% 557
2019
Q2 		$571K Sell
45,084
-61,425
-58% -$684K 0.03% 394
2019
Q1 		$943K Sell
106,509
-534
-0.5% -$5.25K 0.04% 312
2018
Q4 		$892K Buy
107,043
+18,015
+20% +$179K 0.04% 306
2018
Q3 		$1.08M Sell
89,028
-18,180
-17% -$226K 0.04% 340
2018
Q2 		$1.25M Buy
107,208
+975
+0.9% +$10.7K 0.05% 302
2018
Q1 		$950K Buy
106,233
+9,510
+10% +$92.8K 0.04% 345
2017
Q4 		$924K Buy
+96,723
New +$925K 0.05% 319

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
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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Ancora Advisors's POWL Position: Q4 2019 in Review

Ancora Advisors sold out of Powell Industries (POWL) in Q4 2019, closing a stake of 20,178 shares — an estimated $263K sold.

Ancora Advisors first reported a position in POWL in Q4 2017 and held it in 8 quarters. The position peaked at $1.25M in Q2 2018. 144 funds tracked by Wall St. Rank hold POWL as of Q4 2019.

  • Ancora Advisors reported no remaining Powell Industries position as of Q4 2019 after selling out during the quarter.
  • Ancora Advisors sold 20,178 Powell Industries shares in Q4 2019, an estimated $263K.
  • Ancora Advisors first reported a position in Powell Industries in Q4 2017 and held it in 8 quarters.
  • Ancora Advisors's Powell Industries position peaked at $1.25M in Q2 2018.
  • 144 funds tracked by Wall St. Rank held Powell Industries as of Q4 2019.

Based on Ancora Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.