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Aperio Group’s Zurn Elkay Water Solutions ZWS Stock Holding History

Aperio Group’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$648K Buy
34,078
+1,935
+6% +$33.2K ﹤0.01% 1842
2020
Q3 		$462K Buy
32,143
+739
+2% +$10.6K ﹤0.01% 1852
2020
Q2 		$441K Sell
31,404
-6,718
-18% -$88.1K ﹤0.01% 1821
2020
Q1 		$416K Buy
38,122
+14,267
+60% +$208K ﹤0.01% 1745
2019
Q4 		$375K Sell
23,855
-341
-1% -$4.9K ﹤0.01% 1964
2019
Q3 		$315K Buy
24,196
+602
+3% +$8.05K ﹤0.01% 1997
2019
Q2 		$343K Buy
23,594
+150
+0.6% +$2.02K ﹤0.01% 1967
2019
Q1 		$284K Sell
23,444
-3,405
-13% -$42.3K ﹤0.01% 2023
2018
Q4 		$297K Buy
26,849
+2,419
+10% +$31.4K ﹤0.01% 1949
2018
Q3 		$362K Buy
24,430
+1,598
+7% +$22.8K ﹤0.01% 1931
2018
Q2 		$320K Buy
22,832
+129
+0.6% +$1.82K ﹤0.01% 1970
2018
Q1 		$325K Buy
22,703
+1,135
+5% +$15.6K ﹤0.01% 1910
2017
Q4 		$270K Buy
21,568
+731
+4% +$8.81K ﹤0.01% 2004
2017
Q3 		$255K Buy
20,837
+546
+3% +$6.33K ﹤0.01% 2013
2017
Q2 		$227K Buy
20,291
+2,165
+12% +$24.3K ﹤0.01% 2042
2017
Q1 		$202K Buy
+18,126
New +$195K ﹤0.01% 2035

Other funds holding ZWS

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group's ZWS Position: Q4 2020 in Review

Aperio Group increased its Zurn Elkay Water Solutions (ZWS) stake by 6% in Q4 2020, buying an estimated $33.2K and bringing the position to 34,078 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Aperio Group first reported a position in ZWS in Q1 2017 and has held it in 16 quarters since. 235 funds tracked by Wall St. Rank hold ZWS as of Q4 2020.

  • Aperio Group held 34,078 shares of Zurn Elkay Water Solutions worth $648K as of Q4 2020.
  • Aperio Group bought 1,935 Zurn Elkay Water Solutions shares in Q4 2020, an estimated $33.2K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1842 holding.
  • Aperio Group first reported a position in Zurn Elkay Water Solutions in Q1 2017 and has held it in 16 quarters since.
  • 235 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.