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Joseph P. Lucia & Associates’s Zurn Elkay Water Solutions ZWS Stock Holding History

Joseph P. Lucia & 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
2021
Q3 		– Sell
-114
Closed -$3K – 627
2021
Q2 		$3K Hold
114
– – ﹤0.01% 498
2021
Q1 		$3K Buy
+114
New +$2.45K ﹤0.01% 473

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Wellington Management Group
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Impax Asset Management Group
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Joseph P. Lucia & Associates's ZWS Position: Q3 2021 in Review

Joseph P. Lucia & Associates sold out of Zurn Elkay Water Solutions (ZWS) in Q3 2021, closing a stake of 114 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in ZWS in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 244 funds tracked by Wall St. Rank hold ZWS as of Q3 2021.

  • Joseph P. Lucia & Associates reported no remaining Zurn Elkay Water Solutions position as of Q3 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 114 Zurn Elkay Water Solutions shares in Q3 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in Zurn Elkay Water Solutions in Q1 2021 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Zurn Elkay Water Solutions position peaked at $3K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2021, filed 13 Oct 2021.