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 $5.7T AUM 30.48% 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

Impax Asset Management Group

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

Bank of America

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

Wellington Management Group

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Macquarie Group

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

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

Janus Henderson Group

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