Dunham Small Cap Growth Fund POWL Holdings History
Number of Shares
5,065.00
Current Holdings Value*
$927,450.00
% of Portfolio
1.21%
Total Estimate Gain
$231,546.47
% of Total Estimate Gain
24.85%
Dunham Small Cap Growth Fund's Powell Industries Inc Holding Summary
As of 2025-04-30, Dunham Funds held 5,065.00 shares of Powell Industries Inc(POWL), totaling $927,450.00. This investment constitutes 1.21% of their stock portfolio, and Dunham Funds now holds 0.04% of the outstanding Powell Industries Inc(POWL) stock.
The initial trade took place in 2025Q2. And since then Dunham Small Cap Growth Fund has made 1 purchases of POWL, at an average price of $183.96, for a total of 5,065.00 shares. Based on historical transaction data and POWL's current price of $229.68, Dunham Small Cap Growth Fund's estimated gain on his POWL holdings is $231,546.47, reflecting a 24.85% gain to date.
Dunham Small Cap Growth Fund POWL ($229.68) Holding Chart
Dunham Small Cap Growth Fund POWL ($229.68) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
Top Ranked Articles
- 1