Elmwood Wealth Management’s Xylem XYL Stock Holding History

Elmwood Wealth 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
2020 Q2	–	Sell	-54	Closed	-$4.16K	–	359
2020 Q1	$4.16K	Buy	+54	New	+$4.25K	﹤0.01%	230
2019 Q4	–	Sell	-55	Closed	-$4K	–	256
2019 Q3	$4K	Buy	55 +1	+2%	+$79	﹤0.01%	228
2019 Q2	$5K	Hold	54	–	–	﹤0.01%	234
2019 Q1	$4K	Sell	54 -1	-2%	-$73	﹤0.01%	246
2018 Q4	$4K	Buy	55 +1	+2%	+$69	﹤0.01%	252
2018 Q3	$4.34K	Sell	54 -54	-50%	-$4.03K	﹤0.01%	237
2018 Q2	$7.81K	Buy	108 +54	+100%	+$3.92K	0.01%	209
2018 Q1	$4.16K	Buy	+54	New	+$3.99K	﹤0.01%	230

Other funds holding XYL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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 $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elmwood Wealth Management's XYL Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Xylem (XYL) in Q2 2020, closing a stake of 54 shares — an estimated $4.16K sold.

Elmwood Wealth Management first reported a position in XYL in Q1 2018 and held it in 8 quarters. The position peaked at $7.81K in Q2 2018. 645 funds tracked by Wall St. Rank hold XYL as of Q2 2020.

Elmwood Wealth Management reported no remaining Xylem position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 54 Xylem shares in Q2 2020, an estimated $4.16K.
Elmwood Wealth Management first reported a position in Xylem in Q1 2018 and held it in 8 quarters.
Elmwood Wealth Management's Xylem position peaked at $7.81K in Q2 2018.
645 funds tracked by Wall St. Rank held Xylem as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.