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Bar Harbor Wealth Management’s Xylem XYL Stock Holding History

Bar Harbor Wealth 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
2020
Q2 		– Sell
-5,105
Closed -$332K – 245
2020
Q1 		$332K Sell
5,105
-1,287
-20% -$101K 0.04% 185
2019
Q4 		$504K Sell
6,392
-2,125
-25% -$165K 0.06% 190
2019
Q3 		$678K Hold
8,517
– – 0.08% 178
2019
Q2 		$712K Buy
8,517
+425
+5% +$33.9K 0.08% 174
2019
Q1 		$640K Sell
8,092
-100
-1% -$7.3K 0.08% 175
2018
Q4 		$547K Sell
8,192
-633
-7% -$43.8K 0.07% 181
2018
Q3 		$705K Buy
8,825
+510
+6% +$38.1K 0.08% 182
2018
Q2 		$561K Buy
8,315
+375
+5% +$27.2K 0.07% 189
2018
Q1 		$611K Buy
7,940
+514
+7% +$38K 0.07% 177
2017
Q4 		$506K Buy
7,426
+1,500
+25% +$99.6K 0.06% 195
2017
Q3 		$371K Buy
5,926
+2,260
+62% +$135K 0.04% 215
2017
Q2 		$203K Buy
+3,666
New +$191K 0.02% 300

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return