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Fernwood Investment Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Fernwood Investment Management’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
Q4 		$1.68M Buy
44,935
+29,950
+200% +$1.14M 0.58% 43
2024
Q3 		$539K Buy
+14,985
New +$474K 0.18% 112

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fernwood Investment Management's ZWS Position: Q4 2024 in Review

Fernwood Investment Management increased its Zurn Elkay Water Solutions (ZWS) stake by 200% in Q4 2024, buying an estimated $1.14M and bringing the position to 44,935 shares worth $1.68M. The position accounts for 0.58% of the portfolio, ranked #43.

Fernwood Investment Management first reported a position in ZWS in Q3 2024 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold ZWS as of Q4 2024.

  • Fernwood Investment Management held 44,935 shares of Zurn Elkay Water Solutions worth $1.68M as of Q4 2024.
  • Fernwood Investment Management bought 29,950 Zurn Elkay Water Solutions shares in Q4 2024, an estimated $1.14M.
  • Zurn Elkay Water Solutions made up 0.58% of Fernwood Investment Management's portfolio in Q4 2024, its #43 holding.
  • Fernwood Investment Management first reported a position in Zurn Elkay Water Solutions in Q3 2024 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.