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Claris Advisors’s Xylem XYL Stock Holding History

Claris 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
2024
Q4 		– Sell
-60
Closed -$8.1K – 1195
2024
Q3 		$8.1K Buy
+60
New +$8.03K ﹤0.01% 237

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Claris Advisors's XYL Position: Q4 2024 in Review

Claris Advisors sold out of Xylem (XYL) in Q4 2024, closing a stake of 60 shares — an estimated $8.1K sold.

Claris Advisors first reported a position in XYL in Q3 2024 and held it in 1 quarter. The position peaked at $8.1K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • Claris Advisors reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 60 Xylem shares in Q4 2024, an estimated $8.1K.
  • Claris Advisors first reported a position in Xylem in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Xylem position peaked at $8.1K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.