Putnam Investments’s Powell Industries POWL Stock Holding History

Putnam Investments’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
2023 Q4	$1.25M	Buy	42,465 +16,713	+65%	+$466K	﹤0.01%	818
2023 Q3	$712K	Buy	+25,752	New	+$639K	﹤0.01%	877
2019 Q2	–	Sell	-120,810	Closed	-$1.07M	–	929
2019 Q1	$1.07M	Buy	120,810 +13,800	+13%	+$136K	﹤0.01%	757
2018 Q4	$892K	Sell	107,010 -600	-0.6%	-$5.95K	﹤0.01%	761
2018 Q3	$1.3M	Buy	107,610 +32,310	+43%	+$401K	﹤0.01%	821
2018 Q2	$874K	Sell	75,300 -10,500	-12%	-$116K	﹤0.01%	872
2018 Q1	$768K	Buy	+85,800	New	+$837K	﹤0.01%	901
2017 Q3	–	Sell	-38,151	Closed	-$407K	–	1172
2017 Q2	$407K	Buy	+38,151	New	+$424K	﹤0.01%	998

Other funds holding POWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Putnam Investments's POWL Position: Q4 2023 in Review

Putnam Investments increased its Powell Industries (POWL) stake by 65% in Q4 2023, buying an estimated $466K and bringing the position to 42,465 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Putnam Investments first reported a position in POWL in Q2 2017 and has held it in 8 quarters since. The position peaked at $1.3M in Q3 2018. 182 funds tracked by Wall St. Rank hold POWL as of Q4 2023.

Putnam Investments held 42,465 shares of Powell Industries worth $1.25M as of Q4 2023.
Putnam Investments bought 16,713 Powell Industries shares in Q4 2023, an estimated $466K.
Powell Industries made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #818 holding.
Putnam Investments first reported a position in Powell Industries in Q2 2017 and has held it in 8 quarters since.
Putnam Investments's Powell Industries position peaked at $1.3M in Q3 2018.
182 funds tracked by Wall St. Rank held Powell Industries as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.