Systematic Financial Management’s Quanta Services PWR Stock Holding History

Systematic Financial Management’s Portfolio PWR Stock Details PWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,740	Closed	-$457K	–	291
2023 Q1	$457K	Buy	+2,740	New	+$421K	0.01%	196
2017 Q1	–	Sell	-59,175	Closed	-$2.06M	–	683
2016 Q4	$2.06M	Sell	59,175 -6,395	-10%	-$201K	0.03%	345
2016 Q3	$1.83M	Sell	65,570 -10,825	-14%	-$276K	0.03%	366
2016 Q2	$1.77M	Sell	76,395 -6,170	-7%	-$143K	0.02%	424
2016 Q1	$1.86M	Sell	82,565 -3,315	-4%	-$65.7K	0.02%	337
2015 Q4	$1.74M	Buy	+85,880	New	+$1.85M	0.02%	399
2015 Q1	–	Sell	-46	Closed	-$1K	–	713
2014 Q4	$1K	Sell	46 -584,589	-100%	-$18.4M	﹤0.01%	673
2014 Q3	$21.2M	Sell	584,635 -15,027	-3%	-$535K	0.15%	144
2014 Q2	$20.7M	Sell	599,662 -285,815	-32%	-$9.89M	0.14%	162
2014 Q1	$32.7M	Buy	+885,477	New	+$29.6M	0.22%	112

Other funds holding PWR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Systematic Financial Management's PWR Position: Q2 2023 in Review

Systematic Financial Management sold out of Quanta Services (PWR) in Q2 2023, closing a stake of 2,740 shares — an estimated $457K sold.

Systematic Financial Management first reported a position in PWR in Q1 2014 and held it in 10 quarters. The position peaked at $32.7M in Q1 2014. 941 funds tracked by Wall St. Rank hold PWR as of Q2 2023.

Systematic Financial Management reported no remaining Quanta Services position as of Q2 2023 after selling out during the quarter.
Systematic Financial Management sold 2,740 Quanta Services shares in Q2 2023, an estimated $457K.
Systematic Financial Management first reported a position in Quanta Services in Q1 2014 and held it in 10 quarters.
Systematic Financial Management's Quanta Services position peaked at $32.7M in Q1 2014.
941 funds tracked by Wall St. Rank held Quanta Services as of Q2 2023.

Based on Systematic Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.