CIM LLC’s Powell Industries POWL Stock Holding History

CIM LLC’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
2026 Q1	$473K	Sell	2,622 -192	-7%	-$31.4K	0.07%	120
2025 Q4	$299K	Sell	2,814 -771	-22%	-$86.6K	0.04%	152
2025 Q3	$364K	Sell	3,585 -45	-1%	-$3.82K	0.05%	139
2025 Q2	$255K	Sell	3,630 -231	-6%	-$13.9K	0.03%	155
2025 Q1	$219K	Sell	3,861 -369	-9%	-$25.7K	0.03%	150
2024 Q4	$313K	Sell	4,230 -162	-4%	-$14.5K	0.04%	139
2024 Q3	$325K	Sell	4,392 -60	-1%	-$3.27K	0.05%	137
2024 Q2	$222K	Buy	+4,452	New	+$232K	0.03%	148

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return