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Penn Capital Management’s Powell Industries POWL Stock Holding History

Penn 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
2022
Q1 		– Sell
-98,343
Closed -$805K – 212
2021
Q4 		$805K Hold
98,343
– – 0.08% 173
2021
Q3 		$805K Buy
98,343
+360
+0.4% +$3.24K 0.08% 167
2021
Q2 		$1.01M Sell
97,983
-77,457
-44% -$891K 0.1% 171
2021
Q1 		$1.98M Buy
175,440
+58,542
+50% +$616K 0.21% 136
2020
Q4 		$1.15M Buy
+116,898
New +$1.04M 0.15% 150

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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Penn Capital Management's POWL Position: Q1 2022 in Review

Penn Capital Management sold out of Powell Industries (POWL) in Q1 2022, closing a stake of 98,343 shares — an estimated $805K sold.

Penn Capital Management first reported a position in POWL in Q4 2020 and held it in 5 quarters. The position peaked at $1.98M in Q1 2021. 93 funds tracked by Wall St. Rank hold POWL as of Q1 2022.

  • Penn Capital Management reported no remaining Powell Industries position as of Q1 2022 after selling out during the quarter.
  • Penn Capital Management sold 98,343 Powell Industries shares in Q1 2022, an estimated $805K.
  • Penn Capital Management first reported a position in Powell Industries in Q4 2020 and held it in 5 quarters.
  • Penn Capital Management's Powell Industries position peaked at $1.98M in Q1 2021.
  • 93 funds tracked by Wall St. Rank held Powell Industries as of Q1 2022.

Based on Penn Capital Management's 13F filing for Q1 2022, filed 17 May 2022.