Systematic Financial Management’s Powell Industries POWL Stock Holding History

Systematic Financial 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
2020 Q3	–	Sell	-22,575	Closed	-$206K	–	399
2020 Q2	$206K	Sell	22,575 -4,365	-16%	-$37.1K	0.01%	460
2020 Q1	$231K	Buy	+26,940	New	+$322K	0.01%	375
2019 Q4	–	Sell	-40,620	Closed	-$530K	–	556
2019 Q3	$530K	Buy	+40,620	New	+$506K	0.02%	362
2017 Q3	–	Sell	-116,070	Closed	-$1.24M	–	658
2017 Q2	$1.24M	Sell	116,070 -5,370	-4%	-$59.7K	0.02%	577
2017 Q1	$1.39M	Buy	+121,440	New	+$1.44M	0.02%	550

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Systematic Financial Management's POWL Position: Q3 2020 in Review

Systematic Financial Management sold out of Powell Industries (POWL) in Q3 2020, closing a stake of 22,575 shares — an estimated $206K sold.

Systematic Financial Management first reported a position in POWL in Q1 2017 and held it in 5 quarters. The position peaked at $1.39M in Q1 2017. 118 funds tracked by Wall St. Rank hold POWL as of Q3 2020.

Systematic Financial Management reported no remaining Powell Industries position as of Q3 2020 after selling out during the quarter.
Systematic Financial Management sold 22,575 Powell Industries shares in Q3 2020, an estimated $206K.
Systematic Financial Management first reported a position in Powell Industries in Q1 2017 and held it in 5 quarters.
Systematic Financial Management's Powell Industries position peaked at $1.39M in Q1 2017.
118 funds tracked by Wall St. Rank held Powell Industries as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.