Cumberland Partners’s Powell Industries POWL Stock Holding History

Cumberland 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
2024 Q4	–	Sell	-7,500	Closed	-$555K	–	192
2024 Q3	$555K	Buy	+7,500	New	+$408K	0.04%	148

Other funds holding POWL

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cumberland Partners's POWL Position: Q4 2024 in Review

Cumberland Partners sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 7,500 shares — an estimated $555K sold.

Cumberland Partners first reported a position in POWL in Q3 2024 and held it in 1 quarter. The position peaked at $555K in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

Cumberland Partners reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
Cumberland Partners sold 7,500 Powell Industries shares in Q4 2024, an estimated $555K.
Cumberland Partners first reported a position in Powell Industries in Q3 2024 and held it in 1 quarter.
Cumberland Partners's Powell Industries position peaked at $555K in Q3 2024.
351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on Cumberland Partners's 13F filing for Q4 2024, filed 3 Feb 2025.