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Bleakley Financial Group’s Xylem XYL Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-4,359
Closed -$506K – 1036
2024
Q4 		$506K Buy
4,359
+96
+2% +$12.1K 0.02% 620
2024
Q3 		$576K Buy
4,263
+152
+4% +$20.3K 0.02% 560
2024
Q2 		$558K Buy
4,111
+69
+2% +$9.39K 0.02% 577
2024
Q1 		$522K Buy
4,042
+90
+2% +$10.9K 0.02% 604
2023
Q4 		$452K Buy
3,952
+150
+4% +$15K 0.01% 621
2023
Q3 		$346K Sell
3,802
-1,260
-25% -$130K 0.01% 644
2023
Q2 		$570K Buy
5,062
+1,060
+26% +$112K 0.02% 551
2023
Q1 		$419K Sell
4,002
-289
-7% -$30.2K 0.01% 612
2022
Q4 		$474K Buy
+4,291
New +$450K 0.02% 568

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bleakley Financial Group's XYL Position: Q1 2025 in Review

Bleakley Financial Group sold out of Xylem (XYL) in Q1 2025, closing a stake of 4,359 shares — an estimated $506K sold.

Bleakley Financial Group first reported a position in XYL in Q4 2022 and held it in 9 quarters. The position peaked at $576K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

  • Bleakley Financial Group reported no remaining Xylem position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 4,359 Xylem shares in Q1 2025, an estimated $506K.
  • Bleakley Financial Group first reported a position in Xylem in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Xylem position peaked at $576K in Q3 2024.
  • 1,026 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.