Douglas Lane & Associates’s Zurn Elkay Water Solutions ZWS Stock Holding History

Douglas Lane & Associates’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
2018 Q3	–	Sell	-28,846	Closed	-$404K	–	205
2018 Q2	$404K	Sell	28,846 -229,004	-89%	-$3.24M	0.01%	170
2018 Q1	$3.69M	Sell	257,850 -250,334	-49%	-$3.43M	0.08%	111
2017 Q4	$6.37M	Sell	508,184 -320,514	-39%	-$3.86M	0.13%	104
2017 Q3	$10.1M	Sell	828,698 -109,322	-12%	-$1.27M	0.23%	95
2017 Q2	$10.5M	Sell	938,020 -58,097	-6%	-$651K	0.25%	93
2017 Q1	$11.1M	Sell	996,117 -127,850	-11%	-$1.38M	0.28%	90
2016 Q4	$10.6M	Sell	1,123,967 -64,964	-5%	-$629K	0.27%	94
2016 Q3	$12.3M	Buy	1,188,931 +746,421	+169%	+$7.57M	0.33%	89
2016 Q2	$4.18M	Buy	442,510 +97,697	+28%	+$982K	0.12%	123
2016 Q1	$3.36M	Buy	+344,813	New	+$2.93M	0.09%	129

Other funds holding ZWS

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Douglas Lane & Associates's ZWS Position: Q3 2018 in Review

Douglas Lane & Associates sold out of Zurn Elkay Water Solutions (ZWS) in Q3 2018, closing a stake of 28,846 shares — an estimated $404K sold.

Douglas Lane & Associates first reported a position in ZWS in Q1 2016 and held it in 10 quarters. The position peaked at $12.3M in Q3 2016. 189 funds tracked by Wall St. Rank hold ZWS as of Q3 2018.

Douglas Lane & Associates reported no remaining Zurn Elkay Water Solutions position as of Q3 2018 after selling out during the quarter.
Douglas Lane & Associates sold 28,846 Zurn Elkay Water Solutions shares in Q3 2018, an estimated $404K.
Douglas Lane & Associates first reported a position in Zurn Elkay Water Solutions in Q1 2016 and held it in 10 quarters.
Douglas Lane & Associates's Zurn Elkay Water Solutions position peaked at $12.3M in Q3 2016.
189 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2018.

Based on Douglas Lane & Associates's 13F filing for Q3 2018, filed 9 Oct 2018.