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Alta Advisers’s Xylem XYL Stock Holding History

Alta Advisers’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-800
Closed -$108K – 408
2024
Q3 		$108K Hold
800
– – 0.05% 279
2024
Q2 		$109K Hold
800
– – 0.05% 248
2024
Q1 		$103K Hold
800
– – 0.05% 271
2023
Q4 		$91.5K Hold
800
– – 0.05% 278
2023
Q3 		$72.8K Hold
800
– – 0.04% 307
2023
Q2 		$90.1K Hold
800
– – 0.05% 274
2023
Q1 		$83.8K Hold
800
– – 0.05% 284
2022
Q4 		$88K Hold
800
– – 0.05% 258
2022
Q3 		$70K Buy
+800
New +$72.7K 0.04% 310

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alta Advisers's XYL Position: Q4 2024 in Review

Alta Advisers sold out of Xylem (XYL) in Q4 2024, closing a stake of 800 shares — an estimated $108K sold.

Alta Advisers first reported a position in XYL in Q3 2022 and held it in 9 quarters. The position peaked at $109K in Q2 2024. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • Alta Advisers reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 800 Xylem shares in Q4 2024, an estimated $108K.
  • Alta Advisers first reported a position in Xylem in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Xylem position peaked at $109K in Q2 2024.
  • 1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.