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Geller Advisors’s Xylem XYL Stock Holding History

Geller Advisors’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
-1,623
Closed -$219K – 275
2024
Q3 		$219K Buy
1,623
+12
+0.7% +$1.6K 0.02% 246
2024
Q2 		$219K Sell
1,611
-1
-0.1% -$136 0.02% 248
2024
Q1 		$208K Sell
1,612
-480
-23% -$58K 0.02% 267
2023
Q4 		$239K Sell
2,092
-137
-6% -$13.7K 0.02% 237
2023
Q3 		$203K Sell
2,229
-199
-8% -$20.5K 0.02% 244
2023
Q2 		$273K Buy
2,428
+413
+20% +$43.7K 0.03% 199
2023
Q1 		$211K Buy
2,015
+108
+6% +$11.3K 0.03% 167
2022
Q4 		$211K Buy
+1,907
New +$200K 0.04% 145
2021
Q4 		– Sell
-1,645
Closed -$203K – 178
2021
Q3 		$203K Sell
1,645
-73
-4% -$9.39K 0.04% 155
2021
Q2 		$206K Buy
+1,718
New +$196K 0.04% 135
2020
Q2 		– Sell
-3,162
Closed -$206K – 104
2020
Q1 		$206K Sell
3,162
-1,831
-37% -$144K 0.06% 65
2019
Q4 		$393K Buy
4,993
+98
+2% +$7.63K 0.12% 26
2019
Q3 		$390K Buy
+4,895
New +$385K 0.14% 31

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geller Advisors's XYL Position: Q4 2024 in Review

Geller Advisors sold out of Xylem (XYL) in Q4 2024, closing a stake of 1,623 shares — an estimated $219K sold.

Geller Advisors first reported a position in XYL in Q3 2019 and held it in 13 quarters. The position peaked at $393K in Q4 2019. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • Geller Advisors reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
  • Geller Advisors sold 1,623 Xylem shares in Q4 2024, an estimated $219K.
  • Geller Advisors first reported a position in Xylem in Q3 2019 and held it in 13 quarters.
  • Geller Advisors's Xylem position peaked at $393K in Q4 2019.
  • 1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.