AtonRa Partners’s Xylem XYL Stock Holding History

AtonRa 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 Q4	$458K	Buy	4,001 +91	+2%	+$9.08K	0.91%	43
2023 Q3	$356K	Sell	3,910 -388	-9%	-$40K	0.75%	67
2023 Q2	$484K	Buy	4,298 +326	+8%	+$34.5K	0.75%	62
2023 Q1	$416K	Sell	3,972 -485	-11%	-$50.7K	0.61%	77
2022 Q4	$493K	Sell	4,457 -3,052	-41%	-$320K	0.63%	72
2022 Q3	$656K	Buy	7,509 +1,860	+33%	+$169K	0.64%	70
2022 Q2	$442K	Sell	5,649 -9,689	-63%	-$800K	0.41%	107
2022 Q1	$1.31M	Sell	15,338 -17,617	-53%	-$1.69M	0.71%	64
2021 Q4	$3.95M	Buy	32,955 +7,342	+29%	+$911K	1.37%	24
2021 Q3	$3.17M	Buy	25,613 +2,404	+10%	+$309K	1.06%	35
2021 Q2	$2.78M	Buy	23,209 +12,909	+125%	+$1.47M	1.02%	43
2021 Q1	$1.08M	Buy	10,300 +2,529	+33%	+$256K	0.48%	83
2020 Q4	$791K	Buy	+7,771	New	+$730K	0.39%	81

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AtonRa Partners's XYL Position: Q4 2023 in Review

AtonRa Partners increased its Xylem (XYL) stake by 2.3% in Q4 2023, buying an estimated $9.08K and bringing the position to 4,001 shares worth $458K. The position accounts for 0.91% of the portfolio, ranked #43.

AtonRa Partners first reported a position in XYL in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.95M in Q4 2021. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

AtonRa Partners held 4,001 shares of Xylem worth $458K as of Q4 2023.
AtonRa Partners bought 91 Xylem shares in Q4 2023, an estimated $9.08K.
Xylem made up 0.91% of AtonRa Partners's portfolio in Q4 2023, its #43 holding.
AtonRa Partners first reported a position in Xylem in Q4 2020 and has held it in 13 quarters since.
AtonRa Partners's Xylem position peaked at $3.95M in Q4 2021.
922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.