Waddell & Reed Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

Waddell & Reed Financial’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
2019 Q2	–	Sell	-382,557	Closed	-$4.63M	–	523
2019 Q1	$4.63M	Sell	382,557 -1,132,610	-75%	-$14.1M	0.01%	456
2018 Q4	$16.8M	Sell	1,515,167 -90,519	-6%	-$1.17M	0.05%	344
2018 Q3	$23.8M	Buy	1,605,686 +292,066	+22%	+$4.16M	0.05%	313
2018 Q2	$18.4M	Buy	1,313,620 +595,397	+83%	+$8.42M	0.04%	343
2018 Q1	$10.3M	Buy	+718,223	New	+$9.85M	0.02%	403
2014 Q4	–	Sell	-413,103	Closed	-$5.66M	–	591
2014 Q3	$5.66M	Sell	413,103 -40,067	-9%	-$551K	0.01%	475
2014 Q2	$6.14M	Sell	453,170 -55,097	-11%	-$732K	0.01%	489
2014 Q1	$7.09M	Buy	+508,267	New	+$6.96M	0.01%	475

Other funds holding ZWS

Janus Henderson Group

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

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

Wellington Management Group

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Impax Asset Management Group

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return