CSat Investment Advisory’s Xylem XYL Stock Holding History

CSat Investment Advisory’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 Q1	$46K	Buy	439 +103	+31%	+$10.4K	0.04%	216
2020 Q4	$34K	Sell	336 -6,799	-95%	-$639K	0.03%	240
2020 Q3	$600K	Buy	7,135 +1,686	+31%	+$131K	0.05%	167
2020 Q2	$354K	Buy	5,449 +1,801	+49%	+$119K	0.04%	213
2020 Q1	$237K	Buy	3,648 +2,477	+212%	+$195K	0.05%	214
2019 Q4	$93K	Buy	1,171 +466	+66%	+$36.3K	0.02%	382
2019 Q3	$56K	Buy	705 +57	+9%	+$4.48K	0.02%	483
2019 Q2	$54K	Buy	648 +363	+127%	+$28.9K	0.02%	469
2019 Q1	$23K	Sell	285 -32	-10%	-$2.33K	0.01%	291
2018 Q4	$21K	Buy	317 +130	+70%	+$8.99K	0.01%	275
2018 Q3	$15K	Buy	187 +8	+4%	+$597	0.01%	290
2018 Q2	$12K	Buy	+179	New	+$13K	0.01%	313

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's XYL Position: Q1 2021 in Review

CSat Investment Advisory increased its Xylem (XYL) stake by 31% in Q1 2021, buying an estimated $10.4K and bringing the position to 439 shares worth $46K. The position accounts for 0.04% of the portfolio, ranked #216.

CSat Investment Advisory first reported a position in XYL in Q2 2018 and has held it in 12 quarters since. The position peaked at $600K in Q3 2020. 749 funds tracked by Wall St. Rank hold XYL as of Q1 2021.

CSat Investment Advisory held 439 shares of Xylem worth $46K as of Q1 2021.
CSat Investment Advisory bought 103 Xylem shares in Q1 2021, an estimated $10.4K.
Xylem made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #216 holding.
CSat Investment Advisory first reported a position in Xylem in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Xylem position peaked at $600K in Q3 2020.
749 funds tracked by Wall St. Rank held Xylem as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.