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Bogle Investment Management’s Powell Industries POWL Stock Holding History

Bogle 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
Q2 		– Sell
-70,086
Closed -$600K – 396
2020
Q1 		$600K Buy
+70,086
New +$838K 0.06% 194
2017
Q1 		– Sell
-43,971
Closed -$571K – 361
2016
Q4 		$571K Sell
43,971
-49,224
-53% -$650K 0.04% 288
2016
Q3 		$1.24M Sell
93,195
-9,672
-9% -$123K 0.09% 229
2016
Q2 		$1.35M Buy
+102,867
New +$1.16M 0.09% 224

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bogle Investment Management's POWL Position: Q2 2020 in Review

Bogle Investment Management sold out of Powell Industries (POWL) in Q2 2020, closing a stake of 70,086 shares — an estimated $600K sold.

Bogle Investment Management first reported a position in POWL in Q2 2016 and held it in 4 quarters. The position peaked at $1.35M in Q2 2016. 123 funds tracked by Wall St. Rank hold POWL as of Q2 2020.

  • Bogle Investment Management reported no remaining Powell Industries position as of Q2 2020 after selling out during the quarter.
  • Bogle Investment Management sold 70,086 Powell Industries shares in Q2 2020, an estimated $600K.
  • Bogle Investment Management first reported a position in Powell Industries in Q2 2016 and held it in 4 quarters.
  • Bogle Investment Management's Powell Industries position peaked at $1.35M in Q2 2016.
  • 123 funds tracked by Wall St. Rank held Powell Industries as of Q2 2020.

Based on Bogle Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.