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Asset Dedication LLC’s Xylem XYL Stock Holding History

Asset Dedication LLC’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
2025
Q3 		– Sell
-5
Closed -$647 – 1253
2025
Q2 		$647 Hold
5
– – ﹤0.01% 1114
2025
Q1 		$598 Sell
5
-149
-97% -$18.5K ﹤0.01% 1054
2024
Q4 		$17.9K Hold
154
– – ﹤0.01% 679
2024
Q3 		$20.8K Buy
154
+150
+3,750% +$20.1K ﹤0.01% 681
2024
Q2 		$543 Sell
4
-500
-99% -$68K ﹤0.01% 1137
2024
Q1 		$66K Hold
504
– – ﹤0.01% 407
2023
Q4 		$57K Hold
504
– – ﹤0.01% 415
2023
Q3 		$46K Hold
504
– – ﹤0.01% 441
2023
Q2 		$56K Hold
504
– – ﹤0.01% 426
2023
Q1 		$52K Buy
504
+500
+12,500% +$52.2K ﹤0.01% 426
2022
Q4 		$0 Buy
+4
New +$419 ﹤0.01% 1141

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return