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CIC Wealth’s Xylem XYL Stock Holding History

CIC 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
Q3 		$2.37M Sell
17,525
-111
-0.6% -$14.8K 0.61% 39
2024
Q2 		$2.39M Sell
17,636
-677
-4% -$92.1K 0.66% 34
2024
Q1 		$2.37M Sell
18,313
-5
-0% -$604 0.69% 34
2023
Q4 		$2.09M Sell
18,318
-2,457
-12% -$245K 0.66% 37
2023
Q3 		$1.89M Sell
20,775
-563
-3% -$58.1K 0.68% 37
2023
Q2 		$2.4M Sell
21,338
-972
-4% -$103K 0.83% 31
2023
Q1 		$2.34M Sell
22,310
-732
-3% -$76.4K 0.88% 29
2022
Q4 		$2.55M Buy
+23,042
New +$2.42M 1.05% 27

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIC Wealth's XYL Position: Q3 2024 in Review

CIC Wealth reduced its Xylem (XYL) stake by 0.63% in Q3 2024, selling an estimated $14.8K and leaving 17,525 shares worth $2.37M. The position accounts for 0.61% of the portfolio, ranked #39.

CIC Wealth first reported a position in XYL in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.55M in Q4 2022. 1,018 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

  • CIC Wealth held 17,525 shares of Xylem worth $2.37M as of Q3 2024.
  • CIC Wealth sold 111 Xylem shares in Q3 2024, an estimated $14.8K.
  • Xylem made up 0.61% of CIC Wealth's portfolio in Q3 2024, its #39 holding.
  • CIC Wealth first reported a position in Xylem in Q4 2022 and has held it in 8 quarters since.
  • CIC Wealth's Xylem position peaked at $2.55M in Q4 2022.
  • 1,018 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.