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Carmel Capital Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-370
Closed -$10.4K – 736
2023
Q3 		$10.4K Buy
+370
New +$10.6K ﹤0.01% 449

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Kayne Anderson Rudnick Investment Management
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carmel Capital Partners's ZWS Position: Q4 2023 in Review

Carmel Capital Partners sold out of Zurn Elkay Water Solutions (ZWS) in Q4 2023, closing a stake of 370 shares — an estimated $10.4K sold.

Carmel Capital Partners first reported a position in ZWS in Q3 2023 and held it in 1 quarter. The position peaked at $10.4K in Q3 2023. 278 funds tracked by Wall St. Rank hold ZWS as of Q4 2023.

  • Carmel Capital Partners reported no remaining Zurn Elkay Water Solutions position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 370 Zurn Elkay Water Solutions shares in Q4 2023, an estimated $10.4K.
  • Carmel Capital Partners first reported a position in Zurn Elkay Water Solutions in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Zurn Elkay Water Solutions position peaked at $10.4K in Q3 2023.
  • 278 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.