Aquila Investment Management’s Xylem XYL Stock Holding History

Aquila Investment Management’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 Q3	$810K	Hold	6,000	–	–	0.9%	37
2024 Q2	$814K	Hold	6,000	–	–	0.76%	48
2024 Q1	$775K	Buy	6,000 +2,000	+50%	+$242K	0.66%	57
2023 Q4	$457K	Hold	4,000	–	–	0.4%	75
2023 Q3	$364K	Sell	4,000 -4,000	-50%	-$413K	0.34%	80
2023 Q2	$901K	Buy	8,000 +4,000	+100%	+$423K	0.74%	62
2023 Q1	$419K	Sell	4,000 -12,000	-75%	-$1.25M	0.35%	81
2022 Q4	$1.77M	Hold	16,000	–	–	1.37%	22
2022 Q3	$1.4M	Hold	16,000	–	–	1.04%	42
2022 Q2	$1.25M	Hold	16,000	–	–	0.89%	55
2022 Q1	$1.36M	Sell	16,000 -9,000	-36%	-$862K	0.77%	53
2021 Q4	$3M	Buy	+25,000	New	+$3.1M	1.45%	16

Other funds holding XYL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aquila Investment Management's XYL Position: Q3 2024 in Review

Aquila Investment Management held its Xylem (XYL) position steady in Q3 2024 at 6,000 shares worth $810K. The position accounts for 0.9% of the portfolio, ranked #37.

Aquila Investment Management first reported a position in XYL in Q4 2021 and has held it in 12 quarters since. The position peaked at $3M in Q4 2021. 1,018 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

Aquila Investment Management held 6,000 shares of Xylem worth $810K as of Q3 2024.
Aquila Investment Management left its Xylem share count unchanged in Q3 2024.
Xylem made up 0.9% of Aquila Investment Management's portfolio in Q3 2024, its #37 holding.
Aquila Investment Management first reported a position in Xylem in Q4 2021 and has held it in 12 quarters since.
Aquila Investment Management's Xylem position peaked at $3M in Q4 2021.
1,018 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.