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Caldwell Investment Management’s Xylem XYL Stock Holding History

Caldwell Investment 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
2024
Q3 		– Sell
-6,100
Closed -$826K – 39
2024
Q2 		$826K Buy
+6,100
New +$830K 0.62% 33

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
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
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

Caldwell Investment Management's XYL Position: Q3 2024 in Review

Caldwell Investment Management sold out of Xylem (XYL) in Q3 2024, closing a stake of 6,100 shares — an estimated $826K sold.

Caldwell Investment Management first reported a position in XYL in Q2 2024 and held it in 1 quarter. The position peaked at $826K in Q2 2024. 1,016 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

  • Caldwell Investment Management reported no remaining Xylem position as of Q3 2024 after selling out during the quarter.
  • Caldwell Investment Management sold 6,100 Xylem shares in Q3 2024, an estimated $826K.
  • Caldwell Investment Management first reported a position in Xylem in Q2 2024 and held it in 1 quarter.
  • Caldwell Investment Management's Xylem position peaked at $826K in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on Caldwell Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.