Endurance Wealth Management’s Xylem XYL Stock Holding History

Endurance 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
2023 Q2	$15.5M	Buy	137,668 +136,462	+11,315%	+$14.4M	2.12%	13
2023 Q1	$126K	Buy	1,206 +1,006	+503%	+$105K	0.02%	248
2022 Q4	$22K	Hold	200	–	–	﹤0.01%	408
2022 Q3	$17K	Hold	200	–	–	﹤0.01%	429
2022 Q2	$16K	Hold	200	–	–	﹤0.01%	441
2022 Q1	$17K	Sell	200 -12,500	-98%	-$1.2M	﹤0.01%	468
2021 Q4	$1.52M	Hold	12,700	–	–	0.16%	96
2021 Q3	$1.57M	Hold	12,700	–	–	0.17%	98
2021 Q2	$1.52M	Hold	12,700	–	–	0.17%	98
2021 Q1	$1.34M	Hold	12,700	–	–	0.16%	100
2020 Q4	$1.29M	Hold	12,700	–	–	0.16%	96
2020 Q3	$1.07M	Hold	12,700	–	–	0.16%	92
2020 Q2	$825K	Hold	12,700	–	–	0.14%	100
2020 Q1	$827K	Hold	12,700	–	–	0.16%	93
2019 Q4	$1M	Hold	12,700	–	–	0.15%	93
2019 Q3	$1.01M	Hold	12,700	–	–	0.17%	96
2019 Q2	$1.06M	Hold	12,700	–	–	0.17%	94
2019 Q1	$1M	Hold	12,700	–	–	0.16%	96
2018 Q4	$847K	Buy	12,700 +12,500	+6,250%	+$865K	0.16%	97
2018 Q3	$16K	Hold	200	–	–	﹤0.01%	361
2018 Q2	$13K	Hold	200	–	–	﹤0.01%	386
2018 Q1	$15K	Hold	200	–	–	﹤0.01%	396
2017 Q4	$14K	Buy	+200	New	+$13.3K	﹤0.01%	383

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

PAMS

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

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Endurance Wealth Management's XYL Position: Q2 2023 in Review

Endurance Wealth Management increased its Xylem (XYL) stake by 11,315% in Q2 2023, buying an estimated $14.4M and bringing the position to 137,668 shares worth $15.5M. The position accounts for 2.12% of the portfolio, ranked #13.

Endurance Wealth Management first reported a position in XYL in Q4 2017 and has held it in 23 quarters since. 909 funds tracked by Wall St. Rank hold XYL as of Q2 2023.

Endurance Wealth Management held 137,668 shares of Xylem worth $15.5M as of Q2 2023.
Endurance Wealth Management bought 136,462 Xylem shares in Q2 2023, an estimated $14.4M.
Xylem made up 2.12% of Endurance Wealth Management's portfolio in Q2 2023, its #13 holding.
Endurance Wealth Management first reported a position in Xylem in Q4 2017 and has held it in 23 quarters since.
909 funds tracked by Wall St. Rank held Xylem as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.