OAM
POWL icon

Oxford Asset Management’s Powell Industries POWL Stock Holding History

Oxford 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
Q1 		– Sell
-7,770
Closed -$229K – 336
2023
Q4 		$229K Buy
+7,770
New +$216K 0.34% 126
2020
Q1 		– Sell
-49,560
Closed -$809K – 1019
2019
Q4 		$809K Sell
49,560
-25,761
-34% -$361K 0.02% 987
2019
Q3 		$983K Buy
+75,321
New +$937K 0.02% 953
2014
Q1 		– Sell
-26,706
Closed -$596K – 738
2013
Q4 		$596K Sell
26,706
-1,218
-4% -$26.3K 0.02% 574
2013
Q3 		$570K Buy
27,924
+1,215
+5% +$21.9K 0.01% 648
2013
Q2 		$460K Buy
+26,709
New +$444K 0.01% 701

Other funds holding POWL

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oxford Asset Management's POWL Position: Q1 2024 in Review

Oxford Asset Management sold out of Powell Industries (POWL) in Q1 2024, closing a stake of 7,770 shares — an estimated $229K sold.

Oxford Asset Management first reported a position in POWL in Q2 2013 and held it in 6 quarters. The position peaked at $983K in Q3 2019. 236 funds tracked by Wall St. Rank hold POWL as of Q1 2024.

  • Oxford Asset Management reported no remaining Powell Industries position as of Q1 2024 after selling out during the quarter.
  • Oxford Asset Management sold 7,770 Powell Industries shares in Q1 2024, an estimated $229K.
  • Oxford Asset Management first reported a position in Powell Industries in Q2 2013 and held it in 6 quarters.
  • Oxford Asset Management's Powell Industries position peaked at $983K in Q3 2019.
  • 236 funds tracked by Wall St. Rank held Powell Industries as of Q1 2024.

Based on Oxford Asset Management's 13F filing for Q1 2024, filed 15 May 2024.