Cutter & Co Brokerage’s Xylem XYL Stock Holding History

Cutter & Co Brokerage’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 Q1	–	Sell	-2,915	Closed	-$290K	–	231
2022 Q4	$290K	Buy	+2,915	New	+$306K	0.1%	159
2016 Q1	–	Sell	-11,088	Closed	-$405K	–	251
2015 Q4	$405K	Sell	11,088 -9,022	-45%	-$326K	0.19%	118
2015 Q3	$661K	Sell	20,110 -648	-3%	-$21.8K	0.32%	89
2015 Q2	$770K	Sell	20,758 -823	-4%	-$29.9K	0.31%	98
2015 Q1	$756K	Buy	21,581 +27	+0.1%	+$952	0.31%	95
2014 Q4	$821K	Sell	21,554 -35,169	-62%	-$1.29M	0.31%	93
2014 Q3	$2.01M	Sell	56,723 -1,250	-2%	-$46.4K	0.77%	46
2014 Q2	$2.27M	Sell	57,973 -5,273	-8%	-$197K	0.83%	46
2014 Q1	$2.3M	Sell	63,246 -35,864	-36%	-$1.31M	0.91%	46
2013 Q4	$3.43M	Sell	99,110 -16,680	-14%	-$537K	1.6%	11
2013 Q3	$3.23M	Buy	115,790 +3,690	+3%	+$98.4K	1.44%	13
2013 Q2	$3.02M	Buy	+112,100	New	+$3.1M	1.44%	15

Other funds holding XYL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Aristotle Capital Management

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return