Beaumont Asset Management’s Xylem XYL Stock Holding History

Beaumont Asset 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
2022 Q4	–	Sell	-2,333	Closed	-$203K	–	78
2022 Q3	$203K	Buy	+2,333	New	+$212K	0.16%	70
2022 Q2	–	Sell	-2,533	Closed	-$215K	–	73
2022 Q1	$215K	Sell	2,533 -700	-22%	-$67.1K	0.15%	65
2021 Q4	$387K	Hold	3,233	–	–	0.26%	55
2021 Q3	$399K	Hold	3,233	–	–	0.3%	49
2021 Q2	$387K	Hold	3,233	–	–	0.3%	51
2021 Q1	$340K	Hold	3,233	–	–	0.29%	50
2020 Q4	$329K	Hold	3,233	–	–	0.3%	47
2020 Q3	$271K	Hold	3,233	–	–	0.27%	48
2020 Q2	$210K	Hold	3,233	–	–	0.22%	51
2020 Q1	$210K	Sell	3,233 -136	-4%	-$10.7K	0.25%	44
2019 Q4	$265K	Buy	+3,369	New	+$262K	0.25%	54

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Beaumont Asset Management's XYL Position: Q4 2022 in Review

Beaumont Asset Management sold out of Xylem (XYL) in Q4 2022, closing a stake of 2,333 shares — an estimated $203K sold.

Beaumont Asset Management first reported a position in XYL in Q4 2019 and held it in 11 quarters. The position peaked at $399K in Q3 2021. 818 funds tracked by Wall St. Rank hold XYL as of Q4 2022.

Beaumont Asset Management reported no remaining Xylem position as of Q4 2022 after selling out during the quarter.
Beaumont Asset Management sold 2,333 Xylem shares in Q4 2022, an estimated $203K.
Beaumont Asset Management first reported a position in Xylem in Q4 2019 and held it in 11 quarters.
Beaumont Asset Management's Xylem position peaked at $399K in Q3 2021.
818 funds tracked by Wall St. Rank held Xylem as of Q4 2022.

Based on Beaumont Asset Management's 13F filing for Q4 2022, filed 18 Jan 2023.