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CSat Investment Advisory’s Zurn Elkay Water Solutions ZWS Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-1,345
Closed -$19K – 982
2020
Q3 		$19K Buy
1,345
+162
+14% +$2.31K ﹤0.01% 887
2020
Q2 		$17K Buy
+1,183
New +$15.5K ﹤0.01% 893

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSat Investment Advisory's ZWS Position: Q4 2020 in Review

CSat Investment Advisory sold out of Zurn Elkay Water Solutions (ZWS) in Q4 2020, closing a stake of 1,345 shares — an estimated $19K sold.

CSat Investment Advisory first reported a position in ZWS in Q2 2020 and held it in 2 quarters. The position peaked at $19K in Q3 2020. 235 funds tracked by Wall St. Rank hold ZWS as of Q4 2020.

  • CSat Investment Advisory reported no remaining Zurn Elkay Water Solutions position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,345 Zurn Elkay Water Solutions shares in Q4 2020, an estimated $19K.
  • CSat Investment Advisory first reported a position in Zurn Elkay Water Solutions in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Zurn Elkay Water Solutions position peaked at $19K in Q3 2020.
  • 235 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.