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Aperio Group’s Powell Industries POWL Stock Holding History

Aperio Group’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
Q3 		– Sell
-10,560
Closed -$134K – 2642
2019
Q2 		$134K Buy
+10,560
New +$118K ﹤0.01% 2304
2015
Q3 		– Sell
-22,128
Closed -$259K – 1987
2015
Q2 		$259K Buy
+22,128
New +$264K ﹤0.01% 1721

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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aperio Group's POWL Position: Q3 2019 in Review

Aperio Group sold out of Powell Industries (POWL) in Q3 2019, closing a stake of 10,560 shares — an estimated $134K sold.

Aperio Group first reported a position in POWL in Q2 2015 and held it in 2 quarters. The position peaked at $259K in Q2 2015. 133 funds tracked by Wall St. Rank hold POWL as of Q3 2019.

  • Aperio Group reported no remaining Powell Industries position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 10,560 Powell Industries shares in Q3 2019, an estimated $134K.
  • Aperio Group first reported a position in Powell Industries in Q2 2015 and held it in 2 quarters.
  • Aperio Group's Powell Industries position peaked at $259K in Q2 2015.
  • 133 funds tracked by Wall St. Rank held Powell Industries as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.