Harvey Partners’s Powell Industries POWL Stock Holding History

Harvey 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
2018 Q4	–	Sell	-236,700	Closed	-$2.86M	–	22
2018 Q3	$2.86M	Buy	236,700 +3,900	+2%	+$48.4K	3.98%	13
2018 Q2	$2.7M	Buy	232,800 +300	+0.1%	+$3.3K	3.52%	13
2018 Q1	$2.08M	Buy	232,500 +149,622	+181%	+$1.46M	3.08%	18
2017 Q4	$791K	Buy	+82,878	New	+$793K	1%	24

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VDBMI

Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Harvey Partners's POWL Position: Q4 2018 in Review

Harvey Partners sold out of Powell Industries (POWL) in Q4 2018, closing a stake of 236,700 shares — an estimated $2.86M sold.

Harvey Partners first reported a position in POWL in Q4 2017 and held it in 4 quarters. The position peaked at $2.86M in Q3 2018. 101 funds tracked by Wall St. Rank hold POWL as of Q4 2018.

Harvey Partners reported no remaining Powell Industries position as of Q4 2018 after selling out during the quarter.
Harvey Partners sold 236,700 Powell Industries shares in Q4 2018, an estimated $2.86M.
Harvey Partners first reported a position in Powell Industries in Q4 2017 and held it in 4 quarters.
Harvey Partners's Powell Industries position peaked at $2.86M in Q3 2018.
101 funds tracked by Wall St. Rank held Powell Industries as of Q4 2018.

Based on Harvey Partners's 13F filing for Q4 2018, filed 14 Feb 2019.