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Berman Capital Advisors’s Xylem XYL Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$35K Buy
286
+9
+3% +$1.16K 0.01% 812
2021
Q2 		$33K Buy
277
+18
+7% +$2.06K 0.01% 743
2021
Q1 		$27K Buy
259
+40
+18% +$4.06K 0.01% 694
2020
Q4 		$22K Buy
219
+5
+2% +$470 0.01% 649
2020
Q3 		$18K Hold
214
– – 0.01% 633
2020
Q2 		$13K Buy
214
+104
+95% +$6.86K ﹤0.01% 678
2020
Q1 		$6K Buy
110
+77
+233% +$6.07K ﹤0.01% 858
2019
Q4 		$2K Hold
33
– – ﹤0.01% 1263
2019
Q3 		$2K Hold
33
– – ﹤0.01% 1244
2019
Q2 		$2K Hold
33
– – ﹤0.01% 1248
2019
Q1 		$2K Hold
33
– – ﹤0.01% 1142
2018
Q4 		$2K Buy
+33
New +$2.28K ﹤0.01% 916

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 $37.4B AUM 35.42% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's XYL Position: Q3 2021 in Review

Berman Capital Advisors increased its Xylem (XYL) stake by 3.2% in Q3 2021, buying an estimated $1.16K and bringing the position to 286 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #812.

Berman Capital Advisors first reported a position in XYL in Q4 2018 and has held it in 12 quarters since. 784 funds tracked by Wall St. Rank hold XYL as of Q3 2021.

  • Berman Capital Advisors held 286 shares of Xylem worth $35K as of Q3 2021.
  • Berman Capital Advisors bought 9 Xylem shares in Q3 2021, an estimated $1.16K.
  • Xylem made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #812 holding.
  • Berman Capital Advisors first reported a position in Xylem in Q4 2018 and has held it in 12 quarters since.
  • 784 funds tracked by Wall St. Rank held Xylem as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.