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Moneta Group Investment Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Moneta Group Investment Advisors’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
2023
Q2 		– Sell
-19,623
Closed -$419K – 582
2023
Q1 		$419K Buy
19,623
+660
+3% +$14.5K 0.01% 348
2022
Q4 		$415K Sell
18,963
-629
-3% -$14.9K 0.01% 319
2022
Q3 		$480K Sell
19,592
-1,260
-6% -$35.9K 0.02% 284
2022
Q2 		$568K Buy
+20,852
New +$632K 0.02% 283

Other funds holding ZWS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Moneta Group Investment Advisors's ZWS Position: Q2 2023 in Review

Moneta Group Investment Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2023, closing a stake of 19,623 shares — an estimated $419K sold.

Moneta Group Investment Advisors first reported a position in ZWS in Q2 2022 and held it in 4 quarters. The position peaked at $568K in Q2 2022. 216 funds tracked by Wall St. Rank hold ZWS as of Q2 2023.

  • Moneta Group Investment Advisors reported no remaining Zurn Elkay Water Solutions position as of Q2 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 19,623 Zurn Elkay Water Solutions shares in Q2 2023, an estimated $419K.
  • Moneta Group Investment Advisors first reported a position in Zurn Elkay Water Solutions in Q2 2022 and held it in 4 quarters.
  • Moneta Group Investment Advisors's Zurn Elkay Water Solutions position peaked at $568K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.