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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cascade Investment Advisors's XYL Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Xylem (XYL) in Q2 2023, closing a stake of 900 shares — an estimated $94.2K sold.

Cascade Investment Advisors first reported a position in XYL in Q2 2017 and held it in 22 quarters. The position peaked at $111K in Q3 2021. 908 funds tracked by Wall St. Rank hold XYL as of Q2 2023.

Cascade Investment Advisors reported no remaining Xylem position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 900 Xylem shares in Q2 2023, an estimated $94.2K.
Cascade Investment Advisors first reported a position in Xylem in Q2 2017 and held it in 22 quarters.
Cascade Investment Advisors's Xylem position peaked at $111K in Q3 2021.
908 funds tracked by Wall St. Rank held Xylem as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.