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Heritage Financial Services’s Xylem XYL Stock Holding History

Heritage Financial Services’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
-400
Closed -$31K – 519
2022
Q2 		$31K Buy
+400
New +$33K 0.02% 200

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

Heritage Financial Services's XYL Position: Q3 2022 in Review

Heritage Financial Services sold out of Xylem (XYL) in Q3 2022, closing a stake of 400 shares — an estimated $31K sold.

Heritage Financial Services first reported a position in XYL in Q2 2022 and held it in 1 quarter. The position peaked at $31K in Q2 2022. 740 funds tracked by Wall St. Rank hold XYL as of Q3 2022.

  • Heritage Financial Services reported no remaining Xylem position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 400 Xylem shares in Q3 2022, an estimated $31K.
  • Heritage Financial Services first reported a position in Xylem in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Xylem position peaked at $31K in Q2 2022.
  • 740 funds tracked by Wall St. Rank held Xylem as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.