Evermay Wealth Management’s Xylem XYL Stock Holding History

Evermay 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
2024 Q1	–	Sell	-3	Closed	-$344	–	736
2023 Q4	$344	Buy	+3	New	+$299	﹤0.01%	636

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evermay Wealth Management's XYL Position: Q1 2024 in Review

Evermay Wealth Management sold out of Xylem (XYL) in Q1 2024, closing a stake of 3 shares — an estimated $344 sold.

Evermay Wealth Management first reported a position in XYL in Q4 2023 and held it in 1 quarter. The position peaked at $344 in Q4 2023. 987 funds tracked by Wall St. Rank hold XYL as of Q1 2024.

Evermay Wealth Management reported no remaining Xylem position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 3 Xylem shares in Q1 2024, an estimated $344.
Evermay Wealth Management first reported a position in Xylem in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's Xylem position peaked at $344 in Q4 2023.
987 funds tracked by Wall St. Rank held Xylem as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.