HGERS
XYL icon

Householder Group Estate & Retirement Specialist’s Xylem XYL Stock Holding History

Householder Group Estate & Retirement Specialist’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
-100
Closed -$13K – 1260
2024
Q3 		$13K Hold
100
– – ﹤0.01% 782
2024
Q2 		$13K Buy
+100
New +$13.6K ﹤0.01% 773
2023
Q4 		– Sell
-106
Closed -$9.66K – 1356
2023
Q3 		$9.66K Buy
+106
New +$10.9K ﹤0.01% 798
2023
Q1 		$11K Hold
106
– – ﹤0.01% 795
2022
Q4 		$11K Sell
106
-214
-67% -$22.4K 0.02% 220
2022
Q3 		$27K Buy
+320
New +$29.1K 0.01% 522

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 $1.88B AUM 29.07% 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 $105B AUM 38.07% 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

Householder Group Estate & Retirement Specialist's XYL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Xylem (XYL) in Q4 2024, closing a stake of 100 shares — an estimated $13K sold.

Householder Group Estate & Retirement Specialist first reported a position in XYL in Q3 2022 and held it in 6 quarters. The position peaked at $27K in Q3 2022. 1,002 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 100 Xylem shares in Q4 2024, an estimated $13K.
  • Householder Group Estate & Retirement Specialist first reported a position in Xylem in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Xylem position peaked at $27K in Q3 2022.
  • 1,002 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.