Fiduciary Group’s Xylem XYL Stock Holding History

Fiduciary 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
2024 Q4	–	Sell	-1,549	Closed	-$209K	–	278
2024 Q3	$209K	Hold	1,549	–	–	0.02%	268
2024 Q2	$210K	Hold	1,549	–	–	0.02%	264
2024 Q1	$200K	Buy	+1,549	New	+$187K	0.02%	265

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Fiduciary Group's XYL Position: Q4 2024 in Review

Fiduciary Group sold out of Xylem (XYL) in Q4 2024, closing a stake of 1,549 shares — an estimated $209K sold.

Fiduciary Group first reported a position in XYL in Q1 2024 and held it in 3 quarters. The position peaked at $210K in Q2 2024. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

Fiduciary Group reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
Fiduciary Group sold 1,549 Xylem shares in Q4 2024, an estimated $209K.
Fiduciary Group first reported a position in Xylem in Q1 2024 and held it in 3 quarters.
Fiduciary Group's Xylem position peaked at $210K in Q2 2024.
1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Fiduciary Group's 13F filing for Q4 2024, filed 11 Feb 2025.