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Martingale Asset Management’s Powell Industries POWL Stock Holding History

Martingale Asset 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
Q3 		– Sell
-14,013
Closed -$670K – 829
2024
Q2 		$670K Sell
14,013
-11,406
-45% -$595K 0.01% 540
2024
Q1 		$1.21M Sell
25,419
-30,618
-55% -$1.31M 0.02% 427
2023
Q4 		$1.65M Sell
56,037
-6,900
-11% -$192K 0.03% 332
2023
Q3 		$1.74M Buy
62,937
+20,124
+47% +$499K 0.04% 302
2023
Q2 		$865K Buy
+42,813
New +$741K 0.02% 484
2021
Q4 		– Sell
-26,715
Closed -$219K – 876
2021
Q3 		$219K Buy
+26,715
New +$240K ﹤0.01% 807
2021
Q1 		– Sell
-36,663
Closed -$361K – 896
2020
Q4 		$361K Sell
36,663
-71,721
-66% -$638K ﹤0.01% 708
2020
Q3 		$873K Sell
108,384
-84,282
-44% -$748K 0.01% 669
2020
Q2 		$1.76M Buy
192,666
+5,394
+3% +$45.9K 0.02% 569
2020
Q1 		$1.6M Buy
187,272
+29,133
+18% +$348K 0.02% 543
2019
Q4 		$2.58M Buy
158,139
+126,636
+402% +$1.78M 0.03% 534
2019
Q3 		$413K Buy
+31,503
New +$392K ﹤0.01% 902
2018
Q1 		– Sell
-51,024
Closed -$488K – 976
2017
Q4 		$488K Sell
51,024
-90,030
-64% -$861K 0.01% 820
2017
Q3 		$1.41M Buy
141,054
+69,012
+96% +$702K 0.02% 644
2017
Q2 		$769K Sell
72,042
-45,912
-39% -$510K 0.01% 758
2017
Q1 		$1.35M Sell
117,954
-52,818
-31% -$628K 0.02% 635
2016
Q4 		$2.22M Sell
170,772
-14,511
-8% -$192K 0.03% 518
2016
Q3 		$2.47M Buy
185,283
+88,509
+91% +$1.13M 0.04% 455
2016
Q2 		$1.27M Buy
+96,774
New +$1.09M 0.02% 418
2014
Q2 		– Sell
-40,833
Closed -$882K – 905
2014
Q1 		$882K Buy
40,833
+15,306
+60% +$330K 0.03% 540
2013
Q4 		$571K Buy
+25,527
New +$551K 0.02% 735

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

Martingale Asset Management's POWL Position: Q3 2024 in Review

Martingale Asset Management sold out of Powell Industries (POWL) in Q3 2024, closing a stake of 14,013 shares — an estimated $670K sold.

Martingale Asset Management first reported a position in POWL in Q4 2013 and held it in 21 quarters. The position peaked at $2.58M in Q4 2019. 323 funds tracked by Wall St. Rank hold POWL as of Q3 2024.

  • Martingale Asset Management reported no remaining Powell Industries position as of Q3 2024 after selling out during the quarter.
  • Martingale Asset Management sold 14,013 Powell Industries shares in Q3 2024, an estimated $670K.
  • Martingale Asset Management first reported a position in Powell Industries in Q4 2013 and held it in 21 quarters.
  • Martingale Asset Management's Powell Industries position peaked at $2.58M in Q4 2019.
  • 323 funds tracked by Wall St. Rank held Powell Industries as of Q3 2024.

Based on Martingale Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.