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Carroll Financial Associates’s Xylem XYL Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-9
Closed -$1.12K – 1980
2021
Q3 		$1K Hold
9
– – ﹤0.01% 1738
2021
Q2 		$1K Buy
+9
New +$1.03K ﹤0.01% 1661
2018
Q1 		– Sell
-15
Closed -$1K – 1356
2017
Q4 		$1K Sell
15
-985
-99% -$65.4K ﹤0.01% 1207
2017
Q3 		$64K Sell
1,000
-200
-17% -$12K 0.01% 450
2017
Q2 		$66K Sell
1,200
-220
-15% -$11.5K 0.01% 438
2017
Q1 		$71K Hold
1,420
– – 0.01% 420
2016
Q4 		$70K Buy
1,420
+20
+1% +$1.01K 0.01% 412
2016
Q3 		$73K Hold
1,400
– – 0.01% 399
2016
Q2 		$62K Hold
1,400
– – 0.01% 417
2016
Q1 		$57K Hold
1,400
– – 0.01% 405
2015
Q4 		$51K Hold
1,400
– – 0.01% 402
2015
Q3 		$48K Hold
1,400
– – 0.01% 403
2015
Q2 		$52K Buy
+1,400
New +$50.9K 0.01% 368
2014
Q4 		– Sell
-1,600
Closed -$59K – 901
2014
Q3 		$59K Hold
1,600
– – 0.02% 280
2014
Q2 		$63K Hold
1,600
– – 0.02% 289
2014
Q1 		$58K Hold
1,600
– – 0.02% 282
2013
Q4 		$55K Sell
1,600
-200
-11% -$6.43K 0.02% 263
2013
Q3 		$50K Sell
1,800
-100
-5% -$2.67K 0.02% 285
2013
Q2 		$51K Buy
+1,900
New +$52.5K 0.03% 234

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's XYL Position: Q4 2021 in Review

Carroll Financial Associates sold out of Xylem (XYL) in Q4 2021, closing a stake of 9 shares — an estimated $1.12K sold.

Carroll Financial Associates first reported a position in XYL in Q2 2013 and held it in 19 quarters. The position peaked at $73K in Q3 2016. 827 funds tracked by Wall St. Rank hold XYL as of Q4 2021.

  • Carroll Financial Associates reported no remaining Xylem position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 9 Xylem shares in Q4 2021, an estimated $1.12K.
  • Carroll Financial Associates first reported a position in Xylem in Q2 2013 and held it in 19 quarters.
  • Carroll Financial Associates's Xylem position peaked at $73K in Q3 2016.
  • 827 funds tracked by Wall St. Rank held Xylem as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.