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Assured Investment Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-1,057
Closed -$13K – 886
2019
Q1 		$13K Sell
1,057
-64,239
-98% -$799K ﹤0.01% 1039
2018
Q4 		$722K Buy
+65,296
New +$847K 0.02% 542

Other funds holding ZWS

Janus Henderson Group
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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Assured Investment Management's ZWS Position: Q2 2019 in Review

Assured Investment Management sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2019, closing a stake of 1,057 shares — an estimated $13K sold.

Assured Investment Management first reported a position in ZWS in Q4 2018 and held it in 2 quarters. The position peaked at $722K in Q4 2018. 198 funds tracked by Wall St. Rank hold ZWS as of Q2 2019.

  • Assured Investment Management reported no remaining Zurn Elkay Water Solutions position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 1,057 Zurn Elkay Water Solutions shares in Q2 2019, an estimated $13K.
  • Assured Investment Management first reported a position in Zurn Elkay Water Solutions in Q4 2018 and held it in 2 quarters.
  • Assured Investment Management's Zurn Elkay Water Solutions position peaked at $722K in Q4 2018.
  • 198 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.