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Karpas Strategies’s Xylem XYL Stock Holding History

Karpas Strategies’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 		$354K Buy
2,609
+3
+0.1% +$408 0.11% 96
2024
Q1 		$337K Buy
2,606
+4
+0.2% +$483 0.1% 96
2023
Q4 		$298K Buy
2,602
+4
+0.2% +$399 0.1% 99
2023
Q3 		$236K Buy
2,598
+5
+0.2% +$516 0.09% 105
2023
Q2 		$292K Buy
2,593
+4
+0.2% +$423 0.1% 103
2023
Q1 		$271K Buy
2,589
+4
+0.2% +$418 0.1% 104
2022
Q4 		$286K Buy
2,585
+3
+0.1% +$314 0.1% 99
2022
Q3 		$226K Buy
2,582
+5
+0.2% +$454 0.09% 105
2022
Q2 		$201K Buy
2,577
+5
+0.2% +$413 0.07% 113
2022
Q1 		$219K Buy
2,572
+4
+0.2% +$383 0.07% 118
2021
Q4 		$308K Hold
2,568
– – 0.1% 106
2021
Q3 		$331K Hold
2,568
– – 0.11% 98
2021
Q2 		$308K Hold
2,568
– – 0.11% 98
2021
Q1 		$270K Hold
2,568
– – 0.1% 101
2020
Q4 		$261K Hold
2,568
– – 0.1% 111
2020
Q3 		$216K Buy
+2,568
New +$200K 0.1% 115
2020
Q1 		– Sell
-2,568
Closed -$202K – 122
2019
Q4 		$202K Hold
2,568
– – 0.08% 120
2019
Q3 		$204K Hold
2,568
– – 0.08% 117
2019
Q2 		$215K Hold
2,568
– – 0.09% 115
2019
Q1 		$203K Buy
+2,568
New +$187K 0.09% 117
2018
Q4 		– Sell
-2,568
Closed -$205K – 119
2018
Q3 		$205K Buy
+2,568
New +$192K 0.08% 116
2018
Q2 		– Sell
-3,118
Closed -$240K – 121
2018
Q1 		$240K Hold
3,118
– – 0.1% 106
2017
Q4 		$213K Buy
+3,118
New +$207K 0.09% 116

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

Karpas Strategies's XYL Position: Q2 2024 in Review

Karpas Strategies increased its Xylem (XYL) stake by 0.12% in Q2 2024, buying an estimated $408 and bringing the position to 2,609 shares worth $354K. The position accounts for 0.11% of the portfolio, ranked #96.

Karpas Strategies first reported a position in XYL in Q4 2017 and has held it in 23 quarters since. 1,033 funds tracked by Wall St. Rank hold XYL as of Q2 2024.

  • Karpas Strategies held 2,609 shares of Xylem worth $354K as of Q2 2024.
  • Karpas Strategies bought 3 Xylem shares in Q2 2024, an estimated $408.
  • Xylem made up 0.11% of Karpas Strategies's portfolio in Q2 2024, its #96 holding.
  • Karpas Strategies first reported a position in Xylem in Q4 2017 and has held it in 23 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Xylem as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.