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FormulaFolio Investments’s Xylem XYL Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$9K Buy
+76
New +$8.68K ﹤0.01% 287
2021
Q1 		– Hold
0
– – – 295
2016
Q4 		– Sell
-5,466
Closed -$287K – 211
2016
Q3 		$287K Buy
+5,466
New +$268K 0.04% 110

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FormulaFolio Investments's XYL Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in Xylem (XYL) in Q2 2021: 76 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in XYL as recently as Q3 2016.

FormulaFolio Investments first reported a position in XYL in Q3 2016 and has held it in 2 quarters since. The position peaked at $287K in Q3 2016. 771 funds tracked by Wall St. Rank hold XYL as of Q2 2021.

  • FormulaFolio Investments held 76 shares of Xylem worth $9K as of Q2 2021.
  • Xylem was a new FormulaFolio Investments position in Q2 2021.
  • Xylem made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #287 holding.
  • FormulaFolio Investments first reported a position in Xylem in Q3 2016 and has held it in 2 quarters since.
  • FormulaFolio Investments's Xylem position peaked at $287K in Q3 2016.
  • 771 funds tracked by Wall St. Rank held Xylem as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.