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Convergence Investment Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History

Convergence Investment 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
2019
Q1 		– Sell
-29,392
Closed -$325K – 382
2018
Q4 		$325K Buy
+29,392
New +$381K 0.07% 239
2018
Q2 		– Sell
-266,330
Closed -$3.81M – 934
2018
Q1 		$3.81M Buy
266,330
+9,016
+4% +$124K 0.5% 61
2017
Q4 		$3.23M Buy
+257,314
New +$3.1M 0.43% 86

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Convergence Investment Partners's ZWS Position: Q1 2019 in Review

Convergence Investment Partners sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2019, closing a stake of 29,392 shares — an estimated $325K sold.

Convergence Investment Partners first reported a position in ZWS in Q4 2017 and held it in 3 quarters. The position peaked at $3.81M in Q1 2018. 205 funds tracked by Wall St. Rank hold ZWS as of Q1 2019.

  • Convergence Investment Partners reported no remaining Zurn Elkay Water Solutions position as of Q1 2019 after selling out during the quarter.
  • Convergence Investment Partners sold 29,392 Zurn Elkay Water Solutions shares in Q1 2019, an estimated $325K.
  • Convergence Investment Partners first reported a position in Zurn Elkay Water Solutions in Q4 2017 and held it in 3 quarters.
  • Convergence Investment Partners's Zurn Elkay Water Solutions position peaked at $3.81M in Q1 2018.
  • 205 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2019.

Based on Convergence Investment Partners's 13F filing for Q1 2019, filed 1 May 2019.