Kore Private Wealth’s Zurn Elkay Water Solutions ZWS Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-166	Closed	-$2K	–	1116
2020 Q2	$2K	Hold	166	–	–	﹤0.01%	1057
2020 Q1	$2K	Hold	166	–	–	﹤0.01%	943
2019 Q4	$3K	Buy	+166	New	+$2.39K	﹤0.01%	911
2019 Q2	–	Sell	-332	Closed	-$4K	–	805
2019 Q1	$4K	Hold	332	–	–	﹤0.01%	807
2018 Q4	$4K	Buy	+332	New	+$4.3K	﹤0.01%	745

Other funds holding ZWS

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kore Private Wealth's ZWS Position: Q3 2020 in Review

Kore Private Wealth sold out of Zurn Elkay Water Solutions (ZWS) in Q3 2020, closing a stake of 166 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in ZWS in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 231 funds tracked by Wall St. Rank hold ZWS as of Q3 2020.

Kore Private Wealth reported no remaining Zurn Elkay Water Solutions position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 166 Zurn Elkay Water Solutions shares in Q3 2020, an estimated $2K.
Kore Private Wealth first reported a position in Zurn Elkay Water Solutions in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Zurn Elkay Water Solutions position peaked at $4K in Q1 2019.
231 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.