HIM
POWL icon

Hillsdale Investment Management’s Powell Industries POWL Stock Holding History

Hillsdale Investment 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
2025
Q1 		– Sell
-75
Closed -$5.54K – 677
2024
Q4 		$5.54K Sell
75
-94,491
-100% -$8.45M ﹤0.01% 564
2024
Q3 		$7M Sell
94,566
-3,726
-4% -$203K 0.54% 27
2024
Q2 		$4.7M Sell
98,292
-15,690
-14% -$818K 0.37% 70
2024
Q1 		$5.41M Sell
113,982
-74,055
-39% -$3.17M 0.43% 52
2023
Q4 		$5.54M Sell
188,037
-18,690
-9% -$521K 0.45% 47
2023
Q3 		$5.71M Buy
206,727
+240
+0.1% +$5.95K 0.52% 39
2023
Q2 		$4.17M Buy
+206,487
New +$3.58M 0.38% 98
2020
Q3 		– Sell
-222,600
Closed -$2.03M – 635
2020
Q2 		$2.03M Sell
222,600
-300
-0.1% -$2.55K 0.19% 160
2020
Q1 		$1.91M Sell
222,900
-1,800
-0.8% -$21.5K 0.23% 133
2019
Q4 		$3.67M Buy
+224,700
New +$3.15M 0.32% 107

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hillsdale Investment Management's POWL Position: Q1 2025 in Review

Hillsdale Investment Management sold out of Powell Industries (POWL) in Q1 2025, closing a stake of 75 shares — an estimated $5.54K sold.

Hillsdale Investment Management first reported a position in POWL in Q4 2019 and held it in 10 quarters. The position peaked at $7M in Q3 2024. 340 funds tracked by Wall St. Rank hold POWL as of Q1 2025.

  • Hillsdale Investment Management reported no remaining Powell Industries position as of Q1 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 75 Powell Industries shares in Q1 2025, an estimated $5.54K.
  • Hillsdale Investment Management first reported a position in Powell Industries in Q4 2019 and held it in 10 quarters.
  • Hillsdale Investment Management's Powell Industries position peaked at $7M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Powell Industries as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.