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EAM Investors’s Powell Industries POWL Stock Holding History

EAM Investors’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
Q3 		– Sell
-49,716
Closed -$2.38M – 309
2024
Q2 		$2.38M Sell
49,716
-20,739
-29% -$1.08M 0.39% 132
2024
Q1 		$3.34M Sell
70,455
-44,424
-39% -$1.9M 0.52% 109
2023
Q4 		$3.39M Sell
114,879
-105,120
-48% -$2.93M 0.6% 86
2023
Q3 		$6.08M Buy
219,999
+3,138
+1% +$77.8K 1.17% 1
2023
Q2 		$4.38M Sell
216,861
-42,615
-16% -$738K 0.81% 9
2023
Q1 		$3.68M Hold
259,476
– – 0.72% 15
2022
Q4 		$3.04M Buy
+259,476
New +$2.37M 0.63% 36
2020
Q1 		– Sell
-90,783
Closed -$1.48M – 274
2019
Q4 		$1.48M Buy
+90,783
New +$1.27M 0.33% 146

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

EAM Investors's POWL Position: Q3 2024 in Review

EAM Investors sold out of Powell Industries (POWL) in Q3 2024, closing a stake of 49,716 shares — an estimated $2.38M sold.

EAM Investors first reported a position in POWL in Q4 2019 and held it in 8 quarters. The position peaked at $6.08M in Q3 2023. 323 funds tracked by Wall St. Rank hold POWL as of Q3 2024.

  • EAM Investors reported no remaining Powell Industries position as of Q3 2024 after selling out during the quarter.
  • EAM Investors sold 49,716 Powell Industries shares in Q3 2024, an estimated $2.38M.
  • EAM Investors first reported a position in Powell Industries in Q4 2019 and held it in 8 quarters.
  • EAM Investors's Powell Industries position peaked at $6.08M in Q3 2023.
  • 323 funds tracked by Wall St. Rank held Powell Industries as of Q3 2024.

Based on EAM Investors's 13F filing for Q3 2024, filed 13 Nov 2024.