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Chicago Equity Partners’s Powell Industries POWL Stock Holding History

Chicago Equity Partners’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
-27,615
Closed -$451K – 820
2019
Q4 		$451K Sell
27,615
-6,690
-20% -$93.9K 0.03% 662
2019
Q3 		$448K Buy
+34,305
New +$427K 0.02% 704
2016
Q4 		– Sell
-69,390
Closed -$926K – 784
2016
Q3 		$926K Buy
69,390
+21,789
+46% +$278K 0.03% 440
2016
Q2 		$624K Buy
+47,601
New +$535K 0.02% 465

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
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

Chicago Equity Partners's POWL Position: Q1 2020 in Review

Chicago Equity Partners sold out of Powell Industries (POWL) in Q1 2020, closing a stake of 27,615 shares — an estimated $451K sold.

Chicago Equity Partners first reported a position in POWL in Q2 2016 and held it in 4 quarters. The position peaked at $926K in Q3 2016. 125 funds tracked by Wall St. Rank hold POWL as of Q1 2020.

  • Chicago Equity Partners reported no remaining Powell Industries position as of Q1 2020 after selling out during the quarter.
  • Chicago Equity Partners sold 27,615 Powell Industries shares in Q1 2020, an estimated $451K.
  • Chicago Equity Partners first reported a position in Powell Industries in Q2 2016 and held it in 4 quarters.
  • Chicago Equity Partners's Powell Industries position peaked at $926K in Q3 2016.
  • 125 funds tracked by Wall St. Rank held Powell Industries as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.