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Wedge Capital Management’s Powell Industries POWL Stock Holding History

Wedge Capital 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
2021
Q1 		– Sell
-31,221
Closed -$307K – 577
2020
Q4 		$307K Buy
31,221
+3,630
+13% +$32.3K ﹤0.01% 463
2020
Q3 		$222K Buy
27,591
+2,649
+11% +$23.5K ﹤0.01% 487
2020
Q2 		$228K Buy
24,942
+711
+3% +$6.04K ﹤0.01% 456
2020
Q1 		$207K Buy
24,231
+11,376
+88% +$136K ﹤0.01% 458
2019
Q4 		$210K Buy
+12,855
New +$180K ﹤0.01% 530

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Wedge Capital Management's POWL Position: Q1 2021 in Review

Wedge Capital Management sold out of Powell Industries (POWL) in Q1 2021, closing a stake of 31,221 shares — an estimated $307K sold.

Wedge Capital Management first reported a position in POWL in Q4 2019 and held it in 5 quarters. The position peaked at $307K in Q4 2020. 112 funds tracked by Wall St. Rank hold POWL as of Q1 2021.

  • Wedge Capital Management reported no remaining Powell Industries position as of Q1 2021 after selling out during the quarter.
  • Wedge Capital Management sold 31,221 Powell Industries shares in Q1 2021, an estimated $307K.
  • Wedge Capital Management first reported a position in Powell Industries in Q4 2019 and held it in 5 quarters.
  • Wedge Capital Management's Powell Industries position peaked at $307K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held Powell Industries as of Q1 2021.

Based on Wedge Capital Management's 13F filing for Q1 2021, filed 12 Apr 2021.