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Dean Investment Associates’s Powell Industries POWL Stock Holding History

Dean Investment Associates’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
2021
Q3 		– Sell
-232,776
Closed -$2.4M – 240
2021
Q2 		$2.4M Sell
232,776
-10,437
-4% -$120K 0.44% 90
2021
Q1 		$2.75M Sell
243,213
-16,293
-6% -$172K 0.52% 66
2020
Q4 		$2.55M Sell
259,506
-5,847
-2% -$52K 0.53% 61
2020
Q3 		$2.13M Buy
+265,353
New +$2.35M 0.51% 78

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Dean Investment Associates's POWL Position: Q3 2021 in Review

Dean Investment Associates sold out of Powell Industries (POWL) in Q3 2021, closing a stake of 232,776 shares — an estimated $2.4M sold.

Dean Investment Associates first reported a position in POWL in Q3 2020 and held it in 4 quarters. The position peaked at $2.75M in Q1 2021. 106 funds tracked by Wall St. Rank hold POWL as of Q3 2021.

  • Dean Investment Associates reported no remaining Powell Industries position as of Q3 2021 after selling out during the quarter.
  • Dean Investment Associates sold 232,776 Powell Industries shares in Q3 2021, an estimated $2.4M.
  • Dean Investment Associates first reported a position in Powell Industries in Q3 2020 and held it in 4 quarters.
  • Dean Investment Associates's Powell Industries position peaked at $2.75M in Q1 2021.
  • 106 funds tracked by Wall St. Rank held Powell Industries as of Q3 2021.

Based on Dean Investment Associates's 13F filing for Q3 2021, filed 12 Nov 2021.