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Buckingham Strategic Wealth’s Xylem XYL Stock Holding History

Buckingham Strategic Wealth’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 		$489K Buy
3,608
+15
+0.4% +$2.04K 0.01% 469
2024
Q1 		$464K Buy
3,593
+191
+6% +$23.1K ﹤0.01% 479
2023
Q4 		$389K Sell
3,402
-912
-21% -$91K ﹤0.01% 504
2023
Q3 		$393K Sell
4,314
-249
-5% -$25.7K 0.01% 474
2023
Q2 		$514K Buy
4,563
+980
+27% +$104K 0.01% 413
2023
Q1 		$396K Hold
3,583
– – 0.01% 433
2022
Q4 		$396K Sell
3,583
-431
-11% -$45.2K 0.01% 435
2022
Q3 		$351K Sell
4,014
-232
-5% -$21.1K 0.01% 438
2022
Q2 		$332K Buy
+4,246
New +$351K 0.01% 448
2022
Q1 		– Sell
-2,461
Closed -$295K – 632
2021
Q4 		$295K Buy
2,461
+371
+18% +$46K 0.01% 476
2021
Q3 		$259K Buy
+2,090
New +$269K 0.01% 497

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Buckingham Strategic Wealth's XYL Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Xylem (XYL) stake by 0.42% in Q2 2024, buying an estimated $2.04K and bringing the position to 3,608 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #469.

Buckingham Strategic Wealth first reported a position in XYL in Q3 2021 and has held it in 11 quarters since. The position peaked at $514K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold XYL as of Q2 2024.

  • Buckingham Strategic Wealth held 3,608 shares of Xylem worth $489K as of Q2 2024.
  • Buckingham Strategic Wealth bought 15 Xylem shares in Q2 2024, an estimated $2.04K.
  • Xylem made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #469 holding.
  • Buckingham Strategic Wealth first reported a position in Xylem in Q3 2021 and has held it in 11 quarters since.
  • Buckingham Strategic Wealth's Xylem position peaked at $514K in Q2 2023.
  • 1,033 funds tracked by Wall St. Rank held Xylem as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.