Investment Partners’s Xylem XYL Stock Holding History

Investment Partners’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 Q3	–	Sell	-1,900	Closed	-$214K	–	136
2023 Q2	$214K	Buy	+1,900	New	+$201K	0.11%	124
2023 Q1	–	Sell	-1,900	Closed	-$210K	–	145
2022 Q4	$210K	Sell	1,900 -4,893	-72%	-$513K	0.11%	138
2022 Q3	$593K	Buy	+6,793	New	+$617K	0.18%	118
2022 Q1	–	Sell	-2,329	Closed	-$279K	–	174
2021 Q4	$279K	Hold	2,329	–	–	0.11%	141
2021 Q3	$288K	Hold	2,329	–	–	0.13%	135
2021 Q2	$279K	Buy	+2,329	New	+$266K	0.13%	135

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investment Partners's XYL Position: Q3 2023 in Review

Investment Partners sold out of Xylem (XYL) in Q3 2023, closing a stake of 1,900 shares — an estimated $214K sold.

Investment Partners first reported a position in XYL in Q2 2021 and held it in 6 quarters. The position peaked at $593K in Q3 2022. 873 funds tracked by Wall St. Rank hold XYL as of Q3 2023.

Investment Partners reported no remaining Xylem position as of Q3 2023 after selling out during the quarter.
Investment Partners sold 1,900 Xylem shares in Q3 2023, an estimated $214K.
Investment Partners first reported a position in Xylem in Q2 2021 and held it in 6 quarters.
Investment Partners's Xylem position peaked at $593K in Q3 2022.
873 funds tracked by Wall St. Rank held Xylem as of Q3 2023.

Based on Investment Partners's 13F filing for Q3 2023, filed 31 Oct 2023.