GI
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Gradient Investments’s Xylem XYL Stock Holding History

Gradient 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
2024
Q3 		– Sell
-128
Closed -$17.4K – 1331
2024
Q2 		$17.4K Hold
128
– – ﹤0.01% 660
2024
Q1 		$16.5K Sell
128
-448
-78% -$54.1K ﹤0.01% 581
2023
Q4 		$65.9K Buy
576
+128
+29% +$12.8K ﹤0.01% 490
2023
Q3 		$40.8K Hold
448
– – ﹤0.01% 544
2023
Q2 		$50.5K Buy
448
+8
+2% +$846 ﹤0.01% 501
2023
Q1 		$46.1K Hold
440
– – ﹤0.01% 508
2022
Q4 		$48.7K Hold
440
– – ﹤0.01% 513
2022
Q3 		$38K Buy
+440
New +$40K ﹤0.01% 524
2019
Q1 		– Sell
-164
Closed -$11K – 1021
2018
Q4 		$11K Buy
+164
New +$11.3K ﹤0.01% 569

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's XYL Position: Q3 2024 in Review

Gradient Investments sold out of Xylem (XYL) in Q3 2024, closing a stake of 128 shares — an estimated $17.4K sold.

Gradient Investments first reported a position in XYL in Q4 2018 and held it in 9 quarters. The position peaked at $65.9K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

  • Gradient Investments reported no remaining Xylem position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 128 Xylem shares in Q3 2024, an estimated $17.4K.
  • Gradient Investments first reported a position in Xylem in Q4 2018 and held it in 9 quarters.
  • Gradient Investments's Xylem position peaked at $65.9K in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.