Creative Financial Designs’s Zurn Elkay Water Solutions ZWS Stock Holding History

Creative Financial Designs’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
2024 Q2	–	Sell	-90	Closed	-$3.01K	–	1730
2024 Q1	$3.01K	Hold	90	–	–	﹤0.01%	1418
2023 Q4	$2.65K	Hold	90	–	–	﹤0.01%	1385
2023 Q3	$2.52K	Hold	90	–	–	﹤0.01%	1303
2023 Q2	$2.42K	Buy	+90	New	+$2.05K	﹤0.01%	1288
2021 Q1	–	Sell	-4	Closed	–	–	1372
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1307
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1308
2020 Q2	$0	Hold	4	–	–	﹤0.01%	1201
2020 Q1	$0	Buy	+4	New	+$58	﹤0.01%	613

Other funds holding ZWS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Creative Financial Designs's ZWS Position: Q2 2024 in Review

Creative Financial Designs sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2024, closing a stake of 90 shares — an estimated $3.01K sold.

Creative Financial Designs first reported a position in ZWS in Q1 2020 and held it in 8 quarters. The position peaked at $3.01K in Q1 2024. 299 funds tracked by Wall St. Rank hold ZWS as of Q2 2024.

Creative Financial Designs reported no remaining Zurn Elkay Water Solutions position as of Q2 2024 after selling out during the quarter.
Creative Financial Designs sold 90 Zurn Elkay Water Solutions shares in Q2 2024, an estimated $3.01K.
Creative Financial Designs first reported a position in Zurn Elkay Water Solutions in Q1 2020 and held it in 8 quarters.
Creative Financial Designs's Zurn Elkay Water Solutions position peaked at $3.01K in Q1 2024.
299 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.