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Ipswich Investment Management’s Xylem XYL Stock Holding History

Ipswich 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
2024
Q2 		– Sell
-1,800
Closed -$233K – 197
2024
Q1 		$233K Hold
1,800
– – 0.05% 178
2023
Q4 		$206K Buy
+1,800
New +$180K 0.05% 182
2023
Q3 		– Sell
-1,800
Closed -$203K – 190
2023
Q2 		$203K Buy
+1,800
New +$190K 0.05% 185
2022
Q1 		– Sell
-1,800
Closed -$216K – 204
2021
Q4 		$216K Hold
1,800
– – 0.05% 192
2021
Q3 		$223K Hold
1,800
– – 0.06% 179
2021
Q2 		$216K Buy
+1,800
New +$206K 0.06% 186
2019
Q1 		– Sell
-1,800
Closed -$120K – 398
2018
Q4 		$120K Buy
+1,800
New +$125K 0.04% 200

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

Ipswich Investment Management's XYL Position: Q2 2024 in Review

Ipswich Investment Management sold out of Xylem (XYL) in Q2 2024, closing a stake of 1,800 shares — an estimated $233K sold.

Ipswich Investment Management first reported a position in XYL in Q4 2018 and held it in 7 quarters. The position peaked at $233K in Q1 2024. 1,033 funds tracked by Wall St. Rank hold XYL as of Q2 2024.

  • Ipswich Investment Management reported no remaining Xylem position as of Q2 2024 after selling out during the quarter.
  • Ipswich Investment Management sold 1,800 Xylem shares in Q2 2024, an estimated $233K.
  • Ipswich Investment Management first reported a position in Xylem in Q4 2018 and held it in 7 quarters.
  • Ipswich Investment Management's Xylem position peaked at $233K in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held Xylem as of Q2 2024.

Based on Ipswich Investment Management's 13F filing for Q2 2024, filed 16 Jul 2024.