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Kelly Financial Services’s Xylem XYL Stock Holding History

Kelly Financial Services’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
-34
Closed -$3.83K – 783
2023
Q2 		$3.83K Buy
+34
New +$3.6K ﹤0.01% 483
2019
Q4 		– Sell
-190
Closed -$15.1K – 575
2019
Q3 		$15.1K Hold
190
– – 0.01% 180
2019
Q2 		$15.9K Hold
190
– – 0.01% 175
2019
Q1 		$15K Buy
+190
New +$13.9K 0.02% 178

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kelly Financial Services's XYL Position: Q3 2023 in Review

Kelly Financial Services sold out of Xylem (XYL) in Q3 2023, closing a stake of 34 shares — an estimated $3.83K sold.

Kelly Financial Services first reported a position in XYL in Q1 2019 and held it in 4 quarters. The position peaked at $15.9K in Q2 2019. 873 funds tracked by Wall St. Rank hold XYL as of Q3 2023.

  • Kelly Financial Services reported no remaining Xylem position as of Q3 2023 after selling out during the quarter.
  • Kelly Financial Services sold 34 Xylem shares in Q3 2023, an estimated $3.83K.
  • Kelly Financial Services first reported a position in Xylem in Q1 2019 and held it in 4 quarters.
  • Kelly Financial Services's Xylem position peaked at $15.9K in Q2 2019.
  • 873 funds tracked by Wall St. Rank held Xylem as of Q3 2023.

Based on Kelly Financial Services's 13F filing for Q3 2023, filed 17 Jul 2024.