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Fulcrum Equity Management’s Xylem XYL Stock Holding History

Fulcrum Equity 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
2022
Q1 		– Sell
-7,555
Closed -$906K – 200
2021
Q4 		$906K Sell
7,555
-210
-3% -$26.1K 0.34% 67
2021
Q3 		$960K Buy
+7,765
New +$999K 0.37% 65

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fulcrum Equity Management's XYL Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Xylem (XYL) in Q1 2022, closing a stake of 7,555 shares — an estimated $906K sold.

Fulcrum Equity Management first reported a position in XYL in Q3 2021 and held it in 2 quarters. The position peaked at $960K in Q3 2021. 759 funds tracked by Wall St. Rank hold XYL as of Q1 2022.

  • Fulcrum Equity Management reported no remaining Xylem position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 7,555 Xylem shares in Q1 2022, an estimated $906K.
  • Fulcrum Equity Management first reported a position in Xylem in Q3 2021 and held it in 2 quarters.
  • Fulcrum Equity Management's Xylem position peaked at $960K in Q3 2021.
  • 759 funds tracked by Wall St. Rank held Xylem as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.