Van Den Berg Management I’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-103,632
| Closed | -$3.05M | – | 113 |
|
|
2023
Q4 | $3.05M | Sell |
103,632
-8,421
| -8% | -$235K | 1.01% | 33 |
|
|
2023
Q3 | $3.1M | Sell |
112,053
-160,737
| -59% | -$3.99M | 1.09% | 33 |
|
|
2023
Q2 | $5.51M | Sell |
272,790
-271,926
| -50% | -$4.71M | 1.98% | 20 |
|
|
2023
Q1 | $7.73M | Sell |
544,716
-88,635
| -14% | -$1.23M | 2.88% | 8 |
|
|
2022
Q4 | $7.43M | Sell |
633,351
-291,441
| -32% | -$2.67M | 2.77% | 9 |
|
|
2022
Q3 | $6.5M | Buy |
924,792
+47,880
| +5% | +$385K | 1.93% | 22 |
|
|
2022
Q2 | $6.83M | Buy |
876,912
+204,462
| +30% | +$1.6M | 1.82% | 23 |
|
|
2022
Q1 | $4.35M | Buy |
672,450
+280,173
| +71% | +$2.29M | 0.98% | 33 |
|
|
2021
Q4 | $3.86M | Buy |
392,277
+6,711
| +2% | +$60.3K | 0.7% | 38 |
|
|
2021
Q3 | $3.16M | Sell |
385,566
-15,288
| -4% | -$137K | 0.62% | 40 |
|
|
2021
Q2 | $4.14M | Sell |
400,854
-12,945
| -3% | -$149K | 0.81% | 39 |
|
|
2021
Q1 | $4.67M | Buy |
413,799
+205,929
| +99% | +$2.17M | 1.02% | 34 |
|
|
2020
Q4 | $2.04M | Buy |
+207,870
| New | +$1.85M | 0.51% | 37 |
|
|
2019
Q3 | – | Sell |
-749,214
| Closed | -$9.49M | – | 64 |
|
|
2019
Q2 | $9.49M | Sell |
749,214
-165
| -0% | -$1.84K | 1.41% | 22 |
|
|
2019
Q1 | $6.63M | Sell |
749,379
-3,765
| -0.5% | -$37K | 0.91% | 33 |
|
|
2018
Q4 | $6.28M | Sell |
753,144
-2,709
| -0.4% | -$26.9K | 0.93% | 34 |
|
|
2018
Q3 | $9.14M | Sell |
755,853
-6,099
| -0.8% | -$75.7K | 0.97% | 30 |
|
|
2018
Q2 | $8.85M | Sell |
761,952
-3,060
| -0.4% | -$33.7K | 0.94% | 31 |
|
|
2018
Q1 | $6.84M | Buy |
765,012
+249,552
| +48% | +$2.44M | 0.83% | 35 |
|
|
2017
Q4 | $4.92M | Sell |
515,460
-9,030
| -2% | -$86.3K | 0.55% | 41 |
|
|
2017
Q3 | $5.24M | Buy |
524,490
+256,485
| +96% | +$2.61M | 0.59% | 41 |
|
|
2017
Q2 | $2.86M | Sell |
268,005
-22,611
| -8% | -$251K | 0.35% | 53 |
|
|
2017
Q1 | $3.34M | Sell |
290,616
-105,855
| -27% | -$1.26M | 0.38% | 50 |
|
|
2016
Q4 | $5.15M | Sell |
396,471
-324,834
| -45% | -$4.29M | 0.61% | 43 |
|
|
2016
Q3 | $9.6M | Sell |
721,305
-105,834
| -13% | -$1.35M | 1.19% | 31 |
|
|
2016
Q2 | $10.8M | Sell |
827,139
-16,830
| -2% | -$189K | 1.39% | 28 |
|
|
2016
Q1 | $8.39M | Buy |
843,969
+2,256
| +0.3% | +$19.9K | 1.1% | 32 |
|
|
2015
Q4 | $7.3M | Sell |
841,713
-43,620
| -5% | -$452K | 1% | 34 |
|
|
2015
Q3 | $8.88M | Buy |
885,333
+24,162
| +3% | +$239K | 1.14% | 33 |
|
|
2015
Q2 | $10.1M | Sell |
861,171
-59,676
| -6% | -$713K | 1.14% | 33 |
|
|
2015
Q1 | $10.4M | Buy |
920,847
+36,330
| +4% | +$445K | 1.08% | 36 |
|
|
2014
Q4 | $14.5M | Sell |
884,517
-10,755
| -1% | -$160K | 1.3% | 32 |
|
|
2014
Q3 | $12.2M | Buy |
895,272
+28,104
| +3% | +$524K | 0.95% | 49 |
|
|
2014
Q2 | $18.9M | Sell |
867,168
-182,166
| -17% | -$3.84M | 1.35% | 31 |
|
|
2014
Q1 | $22.7M | Sell |
1,049,334
-173,031
| -14% | -$3.73M | 1.56% | 25 |
|
|
2013
Q4 | $27.3M | Sell |
1,222,365
-14,880
| -1% | -$321K | 2.13% | 15 |
|
|
2013
Q3 | $25.3M | Sell |
1,237,245
-13,755
| -1% | -$248K | 2.05% | 17 |
|
|
2013
Q2 | $21.5M | Buy |
+1,251,000
| New | +$20.8M | 1.83% | 19 |
|
Other funds holding POWL
Van Den Berg Management I's POWL Position: Q1 2024 in Review
Van Den Berg Management I sold out of Powell Industries (POWL) in Q1 2024, closing a stake of 103,632 shares — an estimated $3.05M sold.
Van Den Berg Management I first reported a position in POWL in Q2 2013 and held it in 38 quarters. The position peaked at $27.3M in Q4 2013. 236 funds tracked by Wall St. Rank hold POWL as of Q1 2024.
- Van Den Berg Management I reported no remaining Powell Industries position as of Q1 2024 after selling out during the quarter.
- Van Den Berg Management I sold 103,632 Powell Industries shares in Q1 2024, an estimated $3.05M.
- Van Den Berg Management I first reported a position in Powell Industries in Q2 2013 and held it in 38 quarters.
- Van Den Berg Management I's Powell Industries position peaked at $27.3M in Q4 2013.
- 236 funds tracked by Wall St. Rank held Powell Industries as of Q1 2024.
Based on Van Den Berg Management I's 13F filing for Q1 2024, filed 15 May 2024.