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HoyleCohen’s Xylem XYL Stock Holding History

HoyleCohen’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
Q2 		$4.73M Sell
34,877
-1,012
-3% -$138K 0.36% 72
2024
Q1 		$4.64M Buy
35,889
+5,232
+17% +$632K 0.35% 76
2023
Q4 		$3.51M Sell
30,657
-1,951
-6% -$195K 0.29% 83
2023
Q3 		$2.97M Sell
32,608
-1,315
-4% -$136K 0.28% 84
2023
Q2 		$3.82M Sell
33,923
-1,810
-5% -$191K 0.34% 76
2023
Q1 		$3.74M Sell
35,733
-170
-0.5% -$17.8K 0.35% 75
2022
Q4 		$3.97M Sell
35,903
-1,010
-3% -$106K 0.4% 72
2022
Q3 		$3.23M Sell
36,913
-570
-2% -$51.8K 0.35% 73
2022
Q2 		$2.93M Buy
37,483
+1,191
+3% +$98.3K 0.31% 79
2022
Q1 		$3.09M Buy
36,292
+1,440
+4% +$138K 0.26% 89
2021
Q4 		$4.18M Sell
34,852
-414
-1% -$51.4K 0.35% 75
2021
Q3 		$4.36M Sell
35,266
-520
-1% -$66.9K 0.41% 72
2021
Q2 		$4.29K Sell
35,786
-350
-1% -$40K 0.33% 73
2021
Q1 		$3.8M Sell
36,136
-34
-0.1% -$3.45K 0.39% 76
2020
Q4 		$3.68M Buy
+36,170
New +$3.4M 0.42% 73

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

HoyleCohen's XYL Position: Q2 2024 in Review

HoyleCohen reduced its Xylem (XYL) stake by 2.8% in Q2 2024, selling an estimated $138K and leaving 34,877 shares worth $4.73M. The position accounts for 0.36% of the portfolio, ranked #72.

HoyleCohen first reported a position in XYL in Q4 2020 and has held it in 15 quarters since. 1,033 funds tracked by Wall St. Rank hold XYL as of Q2 2024.

  • HoyleCohen held 34,877 shares of Xylem worth $4.73M as of Q2 2024.
  • HoyleCohen sold 1,012 Xylem shares in Q2 2024, an estimated $138K.
  • Xylem made up 0.36% of HoyleCohen's portfolio in Q2 2024, its #72 holding.
  • HoyleCohen first reported a position in Xylem in Q4 2020 and has held it in 15 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Xylem as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.