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Graham Capital Management’s Powell Industries POWL Stock Holding History

Graham Capital Management’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
-4,740
Closed -$351K – 1430
2024
Q3 		$351K Sell
4,740
-300
-6% -$16.3K 0.01% 737
2024
Q2 		$241K Buy
+5,040
New +$263K 0.01% 800
2024
Q1 		– Sell
-7,464
Closed -$220K – 1257
2023
Q4 		$220K Sell
7,464
-9,195
-55% -$256K ﹤0.01% 813
2023
Q3 		$460K Buy
+16,659
New +$413K 0.01% 588

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

Graham Capital Management's POWL Position: Q4 2024 in Review

Graham Capital Management sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 4,740 shares — an estimated $351K sold.

Graham Capital Management first reported a position in POWL in Q3 2023 and held it in 4 quarters. The position peaked at $460K in Q3 2023. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • Graham Capital Management reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • Graham Capital Management sold 4,740 Powell Industries shares in Q4 2024, an estimated $351K.
  • Graham Capital Management first reported a position in Powell Industries in Q3 2023 and held it in 4 quarters.
  • Graham Capital Management's Powell Industries position peaked at $460K in Q3 2023.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on Graham Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.