Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Powell Industries POWL Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2024
Q4 		– Sell
-5,457
Closed -$404K – 1592
2024
Q3 		$404K Sell
5,457
-164,178
-97% -$8.94M ﹤0.01% 1151
2024
Q2 		$8.11M Buy
169,635
+17,691
+12% +$923K 0.03% 315
2024
Q1 		$7.21M Buy
151,944
+52,962
+54% +$2.27M 0.03% 361
2023
Q4 		$2.92M Sell
98,982
-27,633
-22% -$770K 0.01% 574
2023
Q3 		$3.5M Sell
126,615
-465
-0.4% -$11.5K 0.02% 482
2023
Q2 		$2.57M Buy
127,080
+33,258
+35% +$576K 0.01% 543
2023
Q1 		$1.33M Buy
93,822
+49,953
+114% +$692K 0.01% 644
2022
Q4 		$514K Buy
+43,869
New +$401K ﹤0.01% 858

Other funds holding POWL

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s POWL Position: Q4 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 5,457 shares — an estimated $404K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in POWL in Q4 2022 and held it in 8 quarters. The position peaked at $8.11M in Q2 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 5,457 Powell Industries shares in Q4 2024, an estimated $404K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Powell Industries in Q4 2022 and held it in 8 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Powell Industries position peaked at $8.11M in Q2 2024.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2024, filed 10 Feb 2025.