Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$35K Buy
527
+109
+26% +$7.54K 0.02% 403
2018
Q3
$33K Hold
418
0.02% 436
2018
Q2
$28K Buy
418
+252
+152% +$18.3K 0.01% 479
2018
Q1
$13K Hold
166
0.01% 431
2017
Q4
$11K Buy
+166
New +$11K 0.01% 472

Other funds holding XYL

Kaizen Advisory's XYL Position: Q4 2018 in Review

Kaizen Advisory increased its Xylem (XYL) stake by 26% in Q4 2018, buying an estimated $7.54K and bringing the position to 527 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #403.

Kaizen Advisory first reported a position in XYL in Q4 2017 and has held it in 5 quarters since. 644 funds tracked by Wall St. Rank hold XYL as of Q4 2018.

  • Kaizen Advisory held 527 shares of Xylem worth $35K as of Q4 2018.
  • Kaizen Advisory bought 109 Xylem shares in Q4 2018, an estimated $7.54K.
  • Xylem made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #403 holding.
  • Kaizen Advisory first reported a position in Xylem in Q4 2017 and has held it in 5 quarters since.
  • 644 funds tracked by Wall St. Rank held Xylem as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.