FourThought Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

FourThought Financial’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
2022 Q3	$10K	Hold	396	–	–	﹤0.01%	1047
2022 Q2	$11K	Sell	396 -721	-65%	-$21.9K	﹤0.01%	1012
2022 Q1	$40K	Sell	1,117 -150	-12%	-$4.99K	0.01%	733
2021 Q4	$46K	Sell	1,267 -3,375	-73%	-$122K	0.01%	688
2021 Q3	$143K	Sell	4,642 -1,001	-18%	-$28.1K	0.02%	407
2021 Q2	$136K	Buy	5,643 +4,825	+590%	+$116K	0.02%	426
2021 Q1	$18K	Buy	818 +623	+319%	+$13.4K	﹤0.01%	930
2020 Q4	$3K	Buy	+195	New	+$3.35K	﹤0.01%	1252

Other funds holding ZWS

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FourThought Financial's ZWS Position: Q3 2022 in Review

FourThought Financial held its Zurn Elkay Water Solutions (ZWS) position steady in Q3 2022 at 396 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

FourThought Financial first reported a position in ZWS in Q4 2020 and has held it in 8 quarters since. The position peaked at $143K in Q3 2021. 225 funds tracked by Wall St. Rank hold ZWS as of Q3 2022.

FourThought Financial held 396 shares of Zurn Elkay Water Solutions worth $10K as of Q3 2022.
FourThought Financial left its Zurn Elkay Water Solutions share count unchanged in Q3 2022.
Zurn Elkay Water Solutions made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1047 holding.
FourThought Financial first reported a position in Zurn Elkay Water Solutions in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Zurn Elkay Water Solutions position peaked at $143K in Q3 2021.
225 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.