Moody Aldrich Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History

Moody Aldrich Partners’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
2022 Q4	–	Sell	-173,574	Closed	-$4.25M	–	181
2022 Q3	$4.25M	Sell	173,574 -382	-0.2%	-$10.9K	0.88%	52
2022 Q2	$4.74M	Sell	173,956 -24,308	-12%	-$737K	0.93%	47
2022 Q1	$7.02M	Buy	198,264 +22,673	+13%	+$754K	0.99%	43
2021 Q4	$6.39M	Sell	175,591 -252,962	-59%	-$9.11M	0.89%	54
2021 Q3	$13.3M	Buy	428,553 +58,143	+16%	+$1.63M	1.68%	9
2021 Q2	$8.93M	Sell	370,410 -4,781	-1%	-$115K	1.25%	23
2021 Q1	$8.51M	Buy	375,191 +8,499	+2%	+$183K	1.23%	22
2020 Q4	$6.97M	Buy	+366,692	New	+$6.29M	1.13%	30

Other funds holding ZWS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Moody Aldrich Partners's ZWS Position: Q4 2022 in Review

Moody Aldrich Partners sold out of Zurn Elkay Water Solutions (ZWS) in Q4 2022, closing a stake of 173,574 shares — an estimated $4.25M sold.

Moody Aldrich Partners first reported a position in ZWS in Q4 2020 and held it in 8 quarters. The position peaked at $13.3M in Q3 2021. 219 funds tracked by Wall St. Rank hold ZWS as of Q4 2022.

Moody Aldrich Partners reported no remaining Zurn Elkay Water Solutions position as of Q4 2022 after selling out during the quarter.
Moody Aldrich Partners sold 173,574 Zurn Elkay Water Solutions shares in Q4 2022, an estimated $4.25M.
Moody Aldrich Partners first reported a position in Zurn Elkay Water Solutions in Q4 2020 and held it in 8 quarters.
Moody Aldrich Partners's Zurn Elkay Water Solutions position peaked at $13.3M in Q3 2021.
219 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2022.

Based on Moody Aldrich Partners's 13F filing for Q4 2022, filed 24 Jan 2023.