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Invenomic Capital Management’s Powell Industries POWL Stock Holding History

Invenomic 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
2021
Q4 		– Sell
-71,658
Closed -$587K – 160
2021
Q3 		$587K Buy
+71,658
New +$644K 0.19% 100

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Invenomic Capital Management's POWL Position: Q4 2021 in Review

Invenomic Capital Management sold out of Powell Industries (POWL) in Q4 2021, closing a stake of 71,658 shares — an estimated $587K sold.

Invenomic Capital Management first reported a position in POWL in Q3 2021 and held it in 1 quarter. The position peaked at $587K in Q3 2021. 103 funds tracked by Wall St. Rank hold POWL as of Q4 2021.

  • Invenomic Capital Management reported no remaining Powell Industries position as of Q4 2021 after selling out during the quarter.
  • Invenomic Capital Management sold 71,658 Powell Industries shares in Q4 2021, an estimated $587K.
  • Invenomic Capital Management first reported a position in Powell Industries in Q3 2021 and held it in 1 quarter.
  • Invenomic Capital Management's Powell Industries position peaked at $587K in Q3 2021.
  • 103 funds tracked by Wall St. Rank held Powell Industries as of Q4 2021.

Based on Invenomic Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.