Performance

Overall performance
2.8

Performance over holding periods
2.8
30 days 90 days 120 days
Average return 4% 8.2% 15.1%
Success rate 89% 68% 82%
Transactions
7 29% Buy
34 71% Buy
47 69% Buy

Positions

Position Company Period
Independent Director T Rowe Price Group Inc Dec. 11, 2013 -
Independent Director FTI Consulting, Inc. Jan. 20, 2015 -
Lead Independent Director Zurn Elkay Water Solutions Corp July 23, 2020 -
Non-Executive Independent Director WillScot Holdings Corporation Jan. 1, 2017 -
Independent Director Zurn Elkay Water Solutions Corp June 4, 2012 - July 23, 2020

Mark Bartlett's trades of Zurn Elkay Water Solutions Corp's stock


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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
193.49
Quantity 43,335 +13.8%
Value US$4,091,063
Transaction date
Sale
Price
226.38
Quantity 671 -2.4%
Value US$151,901
Transaction date
Sale
Price
189.75
Quantity 4,928 -15.5%
Value US$935,088
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value
Number of shares Price Value Details
2024-08-16 2024-08-15 S Sale
86,704 +25.2%
305.58
US$1,266,733
86,704 +25.2% 305.58 US$1,266,733
2024-08-15 2024-08-15 PrS Proposed sale
55,331
345.21
US$167,662
55,331 345.21 US$167,662
2024-07-29 2024-07-26 S Sale
43,335 +13.8%
193.49
US$4,091,063
43,335 +13.8% 193.49 US$4,091,063
2024-07-29 2024-07-26 S Sale
671 -2.4%
226.38
US$151,901
671 -2.4% 226.38 US$151,901
2023-08-31 2023-08-30 S Sale
4,928 -15.5%
189.75
US$935,088
4,928 -15.5% 189.75 US$935,088
2023-08-14 2023-08-11 S Sale
3,340 -9.5%
188.97
US$631,160
3,340 -9.5% 188.97 US$631,160
2019-03-22 2019-03-22 B Purchase
10,000 +11.8%
11.50
US$115,000
10,000 +11.8% 11.50 US$115,000
2019-03-22 2019-03-20 B Purchase
25,000 +41.9%
11.58
US$289,500
25,000 +41.9% 11.58 US$289,500