Stone Ridge Asset Management’s Powell Industries POWL Stock Holding History

Stone Ridge 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
2018 Q4	–	Sell	-42,651	Closed	-$516K	–	1322
2018 Q3	$516K	Sell	42,651 -16,818	-28%	-$209K	0.03%	833
2018 Q2	$690K	Sell	59,469 -4,200	-7%	-$46.2K	0.04%	621
2018 Q1	$570K	Hold	63,669	–	–	0.03%	711
2017 Q4	$608K	Buy	+63,669	New	+$609K	0.04%	684

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VDBMI

Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Stone Ridge Asset Management's POWL Position: Q4 2018 in Review

Stone Ridge Asset Management sold out of Powell Industries (POWL) in Q4 2018, closing a stake of 42,651 shares — an estimated $516K sold.

Stone Ridge Asset Management first reported a position in POWL in Q4 2017 and held it in 4 quarters. The position peaked at $690K in Q2 2018. 101 funds tracked by Wall St. Rank hold POWL as of Q4 2018.

Stone Ridge Asset Management reported no remaining Powell Industries position as of Q4 2018 after selling out during the quarter.
Stone Ridge Asset Management sold 42,651 Powell Industries shares in Q4 2018, an estimated $516K.
Stone Ridge Asset Management first reported a position in Powell Industries in Q4 2017 and held it in 4 quarters.
Stone Ridge Asset Management's Powell Industries position peaked at $690K in Q2 2018.
101 funds tracked by Wall St. Rank held Powell Industries as of Q4 2018.

Based on Stone Ridge Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.