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Cascade Investment Advisors’s Xylem XYL Stock Holding History

Cascade Investment Advisors’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
2023
Q2 		– Sell
-900
Closed -$94.2K – 241
2023
Q1 		$94.2K Buy
+900
New +$94K 0.07% 119
2022
Q3 		– Sell
-900
Closed -$70.4K – 236
2022
Q2 		$70.4K Hold
900
– – 0.06% 132
2022
Q1 		$76.7K Hold
900
– – 0.05% 144
2021
Q4 		$108K Hold
900
– – 0.06% 134
2021
Q3 		$111K Hold
900
– – 0.07% 129
2021
Q2 		$108K Hold
900
– – 0.07% 128
2021
Q1 		$94.7K Hold
900
– – 0.06% 130
2020
Q4 		$91.6K Hold
900
– – 0.07% 133
2020
Q3 		$75.7K Hold
900
– – 0.06% 134
2020
Q2 		$58.5K Hold
900
– – 0.06% 135
2020
Q1 		$58.6K Hold
900
– – 0.06% 129
2019
Q4 		$70.9K Hold
900
– – 0.05% 136
2019
Q3 		$71.7K Hold
900
– – 0.06% 130
2019
Q2 		$75.3K Sell
900
-100
-10% -$7.97K 0.06% 124
2019
Q1 		$79K Hold
1,000
– – 0.07% 119
2018
Q4 		$66.7K Buy
1,000
+200
+25% +$13.8K 0.07% 122
2018
Q3 		$63.9K Hold
800
– – 0.05% 122
2018
Q2 		$53.9K Hold
800
– – 0.05% 125
2018
Q1 		$61.5K Hold
800
– – 0.05% 121
2017
Q4 		$54.6K Hold
800
– – 0.04% 126
2017
Q3 		$50.1K Hold
800
– – 0.04% 125
2017
Q2 		$44.3K Buy
+800
New +$41.7K 0.04% 126

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return