Cerity Partners OCIO’s Powell Industries POWL Stock Holding History

Cerity Partners OCIO’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	-35,013	Closed	-$282K	–	370
2020 Q3	$282K	Buy	+35,013	New	+$311K	0.01%	296

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

Cerity Partners OCIO's POWL Position: Q4 2020 in Review

Cerity Partners OCIO sold out of Powell Industries (POWL) in Q4 2020, closing a stake of 35,013 shares — an estimated $282K sold.

Cerity Partners OCIO first reported a position in POWL in Q3 2020 and held it in 1 quarter. The position peaked at $282K in Q3 2020. 121 funds tracked by Wall St. Rank hold POWL as of Q4 2020.

Cerity Partners OCIO reported no remaining Powell Industries position as of Q4 2020 after selling out during the quarter.
Cerity Partners OCIO sold 35,013 Powell Industries shares in Q4 2020, an estimated $282K.
Cerity Partners OCIO first reported a position in Powell Industries in Q3 2020 and held it in 1 quarter.
Cerity Partners OCIO's Powell Industries position peaked at $282K in Q3 2020.
121 funds tracked by Wall St. Rank held Powell Industries as of Q4 2020.

Based on Cerity Partners OCIO's 13F filing for Q4 2020, filed 10 Feb 2021.