Ethos Financial Group’s Xylem XYL Stock Holding History

Ethos Financial Group’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	-2,946	Closed	-$326K	–	202
2022 Q4	$326K	Buy	+2,946	New	+$309K	0.11%	97

Other funds holding XYL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

PAMS

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

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

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ethos Financial Group's XYL Position: Q1 2023 in Review

Ethos Financial Group sold out of Xylem (XYL) in Q1 2023, closing a stake of 2,946 shares — an estimated $326K sold.

Ethos Financial Group first reported a position in XYL in Q4 2022 and held it in 1 quarter. The position peaked at $326K in Q4 2022. 839 funds tracked by Wall St. Rank hold XYL as of Q1 2023.

Ethos Financial Group reported no remaining Xylem position as of Q1 2023 after selling out during the quarter.
Ethos Financial Group sold 2,946 Xylem shares in Q1 2023, an estimated $326K.
Ethos Financial Group first reported a position in Xylem in Q4 2022 and held it in 1 quarter.
Ethos Financial Group's Xylem position peaked at $326K in Q4 2022.
839 funds tracked by Wall St. Rank held Xylem as of Q1 2023.

Based on Ethos Financial Group's 13F filing for Q1 2023, filed 20 Apr 2023.