DI
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Disciplined Investments’s Xylem XYL Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-23
Closed -$2.59K – 1595
2023
Q2 		$2.59K Buy
23
+8
+53% +$846 ﹤0.01% 558
2023
Q1 		$1.57K Sell
15
-3
-17% -$313 ﹤0.01% 775
2022
Q4 		$1.99K Buy
18
+1
+6% +$105 ﹤0.01% 623
2022
Q3 		$1K Buy
17
+3
+21% +$273 ﹤0.01% 1149
2022
Q2 		$1K Buy
14
+4
+40% +$330 ﹤0.01% 1179
2022
Q1 		$1K Buy
+10
New +$958 ﹤0.01% 1252

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Disciplined Investments's XYL Position: Q3 2023 in Review

Disciplined Investments sold out of Xylem (XYL) in Q3 2023, closing a stake of 23 shares — an estimated $2.59K sold.

Disciplined Investments first reported a position in XYL in Q1 2022 and held it in 6 quarters. The position peaked at $2.59K in Q2 2023. 872 funds tracked by Wall St. Rank hold XYL as of Q3 2023.

  • Disciplined Investments reported no remaining Xylem position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 23 Xylem shares in Q3 2023, an estimated $2.59K.
  • Disciplined Investments first reported a position in Xylem in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Xylem position peaked at $2.59K in Q2 2023.
  • 872 funds tracked by Wall St. Rank held Xylem as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.