Berman Capital Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$5K	Buy	170 +2	+1%	+$56	﹤0.01%	1446
2021 Q2	$4K	Hold	168	–	–	﹤0.01%	1433
2021 Q1	$3K	Hold	168	–	–	﹤0.01%	1455
2020 Q4	$3K	Hold	168	–	–	﹤0.01%	1340
2020 Q3	$2K	Hold	168	–	–	﹤0.01%	1356
2020 Q2	$2K	Hold	168	–	–	﹤0.01%	1334
2020 Q1	$1K	Buy	168 +79	+89%	+$1.15K	﹤0.01%	1395
2019 Q4	$1K	Hold	89	–	–	﹤0.01%	1409
2019 Q3	$1K	Hold	89	–	–	﹤0.01%	1388
2019 Q2	$1K	Buy	+89	New	+$1.2K	﹤0.01%	1405

Other funds holding ZWS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's ZWS Position: Q3 2021 in Review

Berman Capital Advisors increased its Zurn Elkay Water Solutions (ZWS) stake by 1.2% in Q3 2021, buying an estimated $56 and bringing the position to 170 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Berman Capital Advisors first reported a position in ZWS in Q2 2019 and has held it in 10 quarters since. 244 funds tracked by Wall St. Rank hold ZWS as of Q3 2021.

Berman Capital Advisors held 170 shares of Zurn Elkay Water Solutions worth $5K as of Q3 2021.
Berman Capital Advisors bought 2 Zurn Elkay Water Solutions shares in Q3 2021, an estimated $56.
Zurn Elkay Water Solutions made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1446 holding.
Berman Capital Advisors first reported a position in Zurn Elkay Water Solutions in Q2 2019 and has held it in 10 quarters since.
244 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.