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Hoxton Planning & Management’s Xylem XYL Stock Holding History

Hoxton Planning & 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
2023
Q4 		– Sell
-2,739
Closed -$249K – 159
2023
Q3 		$249K Hold
2,739
– – 0.16% 116
2023
Q2 		$308K Buy
2,739
+39
+1% +$4.12K 0.19% 100
2023
Q1 		$283K Sell
2,700
-19
-0.7% -$1.98K 0.16% 123
2022
Q4 		$301K Buy
+2,719
New +$285K 0.16% 122

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hoxton Planning & Management's XYL Position: Q4 2023 in Review

Hoxton Planning & Management sold out of Xylem (XYL) in Q4 2023, closing a stake of 2,739 shares — an estimated $249K sold.

Hoxton Planning & Management first reported a position in XYL in Q4 2022 and held it in 4 quarters. The position peaked at $308K in Q2 2023. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

  • Hoxton Planning & Management reported no remaining Xylem position as of Q4 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 2,739 Xylem shares in Q4 2023, an estimated $249K.
  • Hoxton Planning & Management first reported a position in Xylem in Q4 2022 and held it in 4 quarters.
  • Hoxton Planning & Management's Xylem position peaked at $308K in Q2 2023.
  • 922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Hoxton Planning & Management's 13F filing for Q4 2023, filed 30 Jan 2024.