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Donaldson Capital Management’s Xylem XYL Stock Holding History

Donaldson Capital Management’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
-2,119
Closed -$239K – 239
2023
Q2 		$239K Buy
2,119
+51
+2% +$5.39K 0.01% 213
2023
Q1 		$216K Buy
2,068
+1
+0% +$104 0.01% 208
2022
Q4 		$228K Buy
+2,067
New +$217K 0.01% 212
2022
Q3 		– Sell
-9,939
Closed -$777K – 244
2022
Q2 		$777K Sell
9,939
-1,797
-15% -$148K 0.04% 128
2022
Q1 		$1M Sell
11,736
-8,297
-41% -$795K 0.05% 128
2021
Q4 		$2.4M Sell
20,033
-23,305
-54% -$2.89M 0.11% 83
2021
Q3 		$5.36M Buy
43,338
+934
+2% +$120K 0.27% 62
2021
Q2 		$5.09M Buy
42,404
+1,363
+3% +$156K 0.26% 61
2021
Q1 		$4.32M Buy
41,041
+10,235
+33% +$1.04M 0.24% 64
2020
Q4 		$3.14M Buy
30,806
+1,297
+4% +$122K 0.19% 68
2020
Q3 		$2.48M Buy
29,509
+1,996
+7% +$155K 0.17% 70
2020
Q2 		$1.79M Buy
27,513
+584
+2% +$38.5K 0.13% 73
2020
Q1 		$1.75M Sell
26,929
-3,534
-12% -$278K 0.15% 70
2019
Q4 		$2.4M Sell
30,463
-3,958
-11% -$308K 0.16% 71
2019
Q3 		$2.74M Sell
34,421
-646
-2% -$50.8K 0.2% 66
2019
Q2 		$2.93M Buy
+35,067
New +$2.79M 0.24% 55

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 $105B AUM 38.07% 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

Donaldson Capital Management's XYL Position: Q3 2023 in Review

Donaldson Capital Management sold out of Xylem (XYL) in Q3 2023, closing a stake of 2,119 shares — an estimated $239K sold.

Donaldson Capital Management first reported a position in XYL in Q2 2019 and held it in 16 quarters. The position peaked at $5.36M in Q3 2021. 873 funds tracked by Wall St. Rank hold XYL as of Q3 2023.

  • Donaldson Capital Management reported no remaining Xylem position as of Q3 2023 after selling out during the quarter.
  • Donaldson Capital Management sold 2,119 Xylem shares in Q3 2023, an estimated $239K.
  • Donaldson Capital Management first reported a position in Xylem in Q2 2019 and held it in 16 quarters.
  • Donaldson Capital Management's Xylem position peaked at $5.36M in Q3 2021.
  • 873 funds tracked by Wall St. Rank held Xylem as of Q3 2023.

Based on Donaldson Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.