Cornercap Investment Counsel’s Powell Industries POWL Stock Holding History

Cornercap Investment Counsel’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
2023 Q4	–	Sell	-26,067	Closed	-$720K	–	638
2023 Q3	$720K	Sell	26,067 -1,116	-4%	-$27.7K	0.13%	323
2023 Q2	$549K	Buy	+27,183	New	+$471K	0.1%	369
2021 Q2	–	Sell	-112,428	Closed	-$1.27M	–	594
2021 Q1	$1.27M	Buy	112,428 +56,670	+102%	+$597K	0.14%	225
2020 Q4	$911K	Sell	55,758 -41,571	-43%	-$370K	0.13%	309
2020 Q3	$783K	Buy	97,329 +1,302	+1%	+$11.5K	0.11%	308
2020 Q2	$877K	Buy	96,027 +11,001	+13%	+$93.5K	0.14%	256
2020 Q1	$728K	Buy	85,026 +21,411	+34%	+$256K	0.14%	251
2019 Q4	$1.04M	Buy	+63,615	New	+$893K	0.14%	295

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Cornercap Investment Counsel's POWL Position: Q4 2023 in Review

Cornercap Investment Counsel sold out of Powell Industries (POWL) in Q4 2023, closing a stake of 26,067 shares — an estimated $720K sold.

Cornercap Investment Counsel first reported a position in POWL in Q4 2019 and held it in 8 quarters. The position peaked at $1.27M in Q1 2021. 182 funds tracked by Wall St. Rank hold POWL as of Q4 2023.

Cornercap Investment Counsel reported no remaining Powell Industries position as of Q4 2023 after selling out during the quarter.
Cornercap Investment Counsel sold 26,067 Powell Industries shares in Q4 2023, an estimated $720K.
Cornercap Investment Counsel first reported a position in Powell Industries in Q4 2019 and held it in 8 quarters.
Cornercap Investment Counsel's Powell Industries position peaked at $1.27M in Q1 2021.
182 funds tracked by Wall St. Rank held Powell Industries as of Q4 2023.

Based on Cornercap Investment Counsel's 13F filing for Q4 2023, filed 30 Jan 2024.