Blueprint Investment Partners’s Xylem XYL Stock Holding History

Blueprint Investment 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
2024 Q2	–	Sell	-1,551	Closed	-$200K	–	144
2024 Q1	$200K	Sell	1,551 -313	-17%	-$37.8K	0.04%	135
2023 Q4	$213K	Buy	+1,864	New	+$186K	0.06%	128
2023 Q3	–	Sell	-4,041	Closed	-$455K	–	160
2023 Q2	$455K	Buy	4,041 +1,998	+98%	+$211K	0.16%	89
2023 Q1	$214K	Sell	2,043 -1,852	-48%	-$193K	0.05%	218
2022 Q4	$431K	Buy	+3,895	New	+$408K	0.09%	134
2022 Q1	–	Sell	-1,930	Closed	-$231K	–	260
2021 Q4	$231K	Sell	1,930 -656	-25%	-$81.4K	0.06%	176
2021 Q3	$320K	Buy	2,586 +848	+49%	+$109K	0.16%	94
2021 Q2	$208K	Sell	1,738 -273	-14%	-$31.2K	0.17%	71
2021 Q1	$212K	Buy	+2,011	New	+$204K	0.17%	63

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

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Blueprint Investment Partners's XYL Position: Q2 2024 in Review

Blueprint Investment Partners sold out of Xylem (XYL) in Q2 2024, closing a stake of 1,551 shares — an estimated $200K sold.

Blueprint Investment Partners first reported a position in XYL in Q1 2021 and held it in 9 quarters. The position peaked at $455K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold XYL as of Q2 2024.

Blueprint Investment Partners reported no remaining Xylem position as of Q2 2024 after selling out during the quarter.
Blueprint Investment Partners sold 1,551 Xylem shares in Q2 2024, an estimated $200K.
Blueprint Investment Partners first reported a position in Xylem in Q1 2021 and held it in 9 quarters.
Blueprint Investment Partners's Xylem position peaked at $455K in Q2 2023.
1,033 funds tracked by Wall St. Rank held Xylem as of Q2 2024.

Based on Blueprint Investment Partners's 13F filing for Q2 2024, filed 14 Aug 2024.