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Freestone Capital Holdings’s Xylem XYL Stock Holding History

Freestone Capital Holdings’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
2022
Q3 		– Sell
-4,548
Closed -$356K – 444
2022
Q2 		$356K Sell
4,548
-3,026
-40% -$250K 0.01% 318
2022
Q1 		$646K Buy
7,574
+550
+8% +$52.7K 0.03% 302
2021
Q4 		$842K Buy
7,024
+1,426
+25% +$177K 0.04% 252
2021
Q3 		$692K Buy
5,598
+1,224
+28% +$158K 0.03% 249
2021
Q2 		$525K Sell
4,374
-21
-0.5% -$2.4K 0.03% 276
2021
Q1 		$462K Sell
4,395
-508
-10% -$51.5K 0.03% 278
2020
Q4 		$499K Buy
4,903
+839
+21% +$78.9K 0.03% 252
2020
Q3 		$342K Buy
+4,064
New +$316K 0.02% 261

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Freestone Capital Holdings's XYL Position: Q3 2022 in Review

Freestone Capital Holdings sold out of Xylem (XYL) in Q3 2022, closing a stake of 4,548 shares — an estimated $356K sold.

Freestone Capital Holdings first reported a position in XYL in Q3 2020 and held it in 8 quarters. The position peaked at $842K in Q4 2021. 740 funds tracked by Wall St. Rank hold XYL as of Q3 2022.

  • Freestone Capital Holdings reported no remaining Xylem position as of Q3 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 4,548 Xylem shares in Q3 2022, an estimated $356K.
  • Freestone Capital Holdings first reported a position in Xylem in Q3 2020 and held it in 8 quarters.
  • Freestone Capital Holdings's Xylem position peaked at $842K in Q4 2021.
  • 740 funds tracked by Wall St. Rank held Xylem as of Q3 2022.

Based on Freestone Capital Holdings's 13F filing for Q3 2022, filed 9 Nov 2022.