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	–	1741
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	–	–	1383
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1314
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1331
2020 Q2	$0	Hold	4	–	–	﹤0.01%	1225
2020 Q1	$0	Buy	+4	New	+$58	﹤0.01%	654

Other funds holding ZWS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Janus Henderson Group

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