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Hotaling Investment Management’s Xylem XYL Stock Holding History

Hotaling Investment 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
Q4 		$277K Sell
2,509
-10
-0.4% -$1.05K 0.13% 95
2022
Q3 		$220K Buy
+2,519
New +$229K 0.11% 103
2022
Q2 		– Sell
-2,645
Closed -$226K – 133
2022
Q1 		$226K Sell
2,645
-11,886
-82% -$1.14M 0.09% 117
2021
Q4 		$1.74M Buy
14,531
+75
+0.5% +$9.31K 0.61% 56
2021
Q3 		$1.79M Buy
14,456
+114
+0.8% +$14.7K 0.74% 47
2021
Q2 		$1.72M Sell
14,342
-18
-0.1% -$2.06K 0.7% 50
2021
Q1 		$1.51M Buy
14,360
+22
+0.2% +$2.23K 0.68% 49
2020
Q4 		$1.46M Sell
14,338
-32
-0.2% -$3.01K 0.68% 49
2020
Q3 		$1.21M Buy
14,370
+145
+1% +$11.3K 0.65% 51
2020
Q2 		$924K Sell
14,225
-2,106
-13% -$139K 0.53% 61
2020
Q1 		$1.06M Sell
16,331
-942
-5% -$74.2K 0.79% 45
2019
Q4 		$1.36M Buy
17,273
+291
+2% +$22.6K 0.78% 50
2019
Q3 		$1.35M Buy
16,982
+335
+2% +$26.3K 0.87% 46
2019
Q2 		$1.39M Buy
16,647
+175
+1% +$13.9K 0.89% 41
2019
Q1 		$1.3M Sell
16,472
-181
-1% -$13.2K 0.88% 43
2018
Q4 		$1.11M Buy
+16,653
New +$1.15M 0.9% 41

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Hotaling Investment Management's XYL Position: Q4 2022 in Review

Hotaling Investment Management reduced its Xylem (XYL) stake by 0.4% in Q4 2022, selling an estimated $1.05K and leaving 2,509 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #95.

Hotaling Investment Management first reported a position in XYL in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.79M in Q3 2021. 818 funds tracked by Wall St. Rank hold XYL as of Q4 2022.

  • Hotaling Investment Management held 2,509 shares of Xylem worth $277K as of Q4 2022.
  • Hotaling Investment Management sold 10 Xylem shares in Q4 2022, an estimated $1.05K.
  • Xylem made up 0.13% of Hotaling Investment Management's portfolio in Q4 2022, its #95 holding.
  • Hotaling Investment Management first reported a position in Xylem in Q4 2018 and has held it in 16 quarters since.
  • Hotaling Investment Management's Xylem position peaked at $1.79M in Q3 2021.
  • 818 funds tracked by Wall St. Rank held Xylem as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.