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Appleton Partners’s Xylem XYL Stock Holding History

Appleton Partners’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
2023
Q2 		– Sell
-23,757
Closed -$2.49M – 300
2023
Q1 		$2.49M Sell
23,757
-741
-3% -$77.4K 0.22% 98
2022
Q4 		$2.71M Sell
24,498
-2,092
-8% -$219K 0.26% 91
2022
Q3 		$2.32M Sell
26,590
-5,172
-16% -$470K 0.23% 97
2022
Q2 		$2.48M Sell
31,762
-59,306
-65% -$4.9M 0.23% 93
2022
Q1 		$7.76M Sell
91,068
-557
-0.6% -$53.4K 0.63% 49
2021
Q4 		$11M Buy
91,625
+6,362
+7% +$790K 0.83% 33
2021
Q3 		$10.5M Buy
85,263
+1,459
+2% +$188K 0.88% 31
2021
Q2 		$10.1M Buy
83,804
+214
+0.3% +$24.4K 0.86% 32
2021
Q1 		$8.79M Buy
83,590
+4,551
+6% +$461K 0.82% 33
2020
Q4 		$8.04M Buy
79,039
+834
+1% +$78.4K 0.79% 33
2020
Q3 		$6.58M Buy
78,205
+1,707
+2% +$133K 0.73% 36
2020
Q2 		$4.97M Buy
76,498
+1,611
+2% +$106K 0.6% 44
2020
Q1 		$4.88M Buy
74,887
+4,421
+6% +$348K 0.68% 40
2019
Q4 		$5.55M Buy
70,466
+4,806
+7% +$374K 0.61% 46
2019
Q3 		$5.23M Buy
65,660
+4,436
+7% +$349K 0.63% 42
2019
Q2 		$5.12M Buy
61,224
+4,565
+8% +$364K 0.63% 43
2019
Q1 		$4.48M Buy
56,659
+1,542
+3% +$113K 0.59% 50
2018
Q4 		$3.68M Buy
55,117
+9,248
+20% +$640K 0.55% 56
2018
Q3 		$3.66M Sell
45,869
-160
-0.3% -$11.9K 0.49% 65
2018
Q2 		$3.1M Buy
46,029
+3,980
+9% +$289K 0.44% 69
2018
Q1 		$3.23M Buy
42,049
+8,868
+27% +$656K 0.49% 65
2017
Q4 		$2.26M Buy
33,181
+3,380
+11% +$224K 0.35% 82
2017
Q3 		$1.87M Buy
29,801
+825
+3% +$49.3K 0.31% 85
2017
Q2 		$1.61M Buy
28,976
+2,025
+8% +$105K 0.27% 92
2017
Q1 		$1.35M Buy
26,951
+17,035
+172% +$830K 0.25% 98
2016
Q4 		$491K Buy
9,916
+1,890
+24% +$95.8K 0.1% 149
2016
Q3 		$421K Buy
+8,026
New +$394K 0.08% 157

Other funds holding XYL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Appleton Partners's XYL Position: Q2 2023 in Review

Appleton Partners sold out of Xylem (XYL) in Q2 2023, closing a stake of 23,757 shares — an estimated $2.49M sold.

Appleton Partners first reported a position in XYL in Q3 2016 and held it in 27 quarters. The position peaked at $11M in Q4 2021. 908 funds tracked by Wall St. Rank hold XYL as of Q2 2023.

  • Appleton Partners reported no remaining Xylem position as of Q2 2023 after selling out during the quarter.
  • Appleton Partners sold 23,757 Xylem shares in Q2 2023, an estimated $2.49M.
  • Appleton Partners first reported a position in Xylem in Q3 2016 and held it in 27 quarters.
  • Appleton Partners's Xylem position peaked at $11M in Q4 2021.
  • 908 funds tracked by Wall St. Rank held Xylem as of Q2 2023.

Based on Appleton Partners's 13F filing for Q2 2023, filed 10 Jul 2023.