JCA
XYL icon

Jade Capital Advisors’s Xylem XYL Stock Holding History

Jade Capital Advisors’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
-20,000
Closed -$2.25M – 96
2023
Q2 		$2.25M Buy
+20,000
New +$2.12M 1.75% 25
2020
Q2 		– Sell
-35,000
Closed -$2.28M – 91
2020
Q1 		$2.28M Buy
+35,000
New +$2.76M 2.88% 12

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jade Capital Advisors's XYL Position: Q3 2023 in Review

Jade Capital Advisors sold out of Xylem (XYL) in Q3 2023, closing a stake of 20,000 shares — an estimated $2.25M sold.

Jade Capital Advisors first reported a position in XYL in Q1 2020 and held it in 2 quarters. The position peaked at $2.28M in Q1 2020. 872 funds tracked by Wall St. Rank hold XYL as of Q3 2023.

  • Jade Capital Advisors reported no remaining Xylem position as of Q3 2023 after selling out during the quarter.
  • Jade Capital Advisors sold 20,000 Xylem shares in Q3 2023, an estimated $2.25M.
  • Jade Capital Advisors first reported a position in Xylem in Q1 2020 and held it in 2 quarters.
  • Jade Capital Advisors's Xylem position peaked at $2.28M in Q1 2020.
  • 872 funds tracked by Wall St. Rank held Xylem as of Q3 2023.

Based on Jade Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.