Institutional & Family Asset Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Institutional & Family Asset 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 Q2	$1.24K	Hold	42	–	–	﹤0.01%	615
2024 Q1	$1.41K	Hold	42	–	–	﹤0.01%	610
2023 Q4	$1.24K	Sell	42 -1	-2%	-$28	﹤0.01%	598
2023 Q3	$1.21K	Hold	43	–	–	﹤0.01%	597
2023 Q2	$1.16K	Hold	43	–	–	﹤0.01%	615
2023 Q1	$918	Buy	43 +9	+26%	+$198	﹤0.01%	636
2022 Q4	$719	Buy	34 +6	+21%	+$142	﹤0.01%	634
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	687
2022 Q2	$1K	Buy	28 +8	+40%	+$243	﹤0.01%	706
2022 Q1	$1K	Buy	+20	New	+$665	﹤0.01%	744

Other funds holding ZWS

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Institutional & Family Asset Management's ZWS Position: Q2 2024 in Review

Institutional & Family Asset Management held its Zurn Elkay Water Solutions (ZWS) position steady in Q2 2024 at 42 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Institutional & Family Asset Management first reported a position in ZWS in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.41K in Q1 2024. 299 funds tracked by Wall St. Rank hold ZWS as of Q2 2024.

Institutional & Family Asset Management held 42 shares of Zurn Elkay Water Solutions worth $1.24K as of Q2 2024.
Institutional & Family Asset Management left its Zurn Elkay Water Solutions share count unchanged in Q2 2024.
Zurn Elkay Water Solutions made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #615 holding.
Institutional & Family Asset Management first reported a position in Zurn Elkay Water Solutions in Q1 2022 and has held it in 10 quarters since.
Institutional & Family Asset Management's Zurn Elkay Water Solutions position peaked at $1.41K in Q1 2024.
299 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.