Kings Point Capital Management’s Xylem XYL Stock Holding History

Kings Point Capital 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
2022 Q1	$116K	Hold	1,362	–	–	0.01%	257
2021 Q4	$163K	Hold	1,362	–	–	0.01%	241
2021 Q3	$168K	Hold	1,362	–	–	0.01%	220
2021 Q2	$163K	Hold	1,362	–	–	0.01%	224
2021 Q1	$143K	Buy	1,362 +203	+18%	+$20.6K	0.01%	231
2020 Q4	$118K	Hold	1,159	–	–	0.01%	225
2020 Q3	$97K	Hold	1,159	–	–	0.01%	237
2020 Q2	$75K	Sell	1,159 -385	-25%	-$25.4K	0.01%	240
2020 Q1	$101K	Buy	1,544 +2	+0.1%	+$158	0.02%	213
2019 Q4	$121K	Hold	1,542	–	–	0.02%	229
2019 Q3	$123K	Hold	1,542	–	–	0.02%	208
2019 Q2	$129K	Hold	1,542	–	–	0.02%	178
2019 Q1	$122K	Hold	1,542	–	–	0.02%	165
2018 Q4	$103K	Buy	1,542 +34	+2%	+$2.35K	0.02%	160
2018 Q3	$120K	Hold	1,508	–	–	0.02%	171
2018 Q2	$102K	Hold	1,508	–	–	0.02%	182
2018 Q1	$116K	Buy	1,508 +508	+51%	+$37.6K	0.02%	169
2017 Q4	$68K	Hold	1,000	–	–	0.01%	206
2017 Q3	$63K	Hold	1,000	–	–	0.01%	205
2017 Q2	$55K	Hold	1,000	–	–	0.01%	209
2017 Q1	$50K	Hold	1,000	–	–	0.01%	220
2016 Q4	$50K	Hold	1,000	–	–	0.01%	195
2016 Q3	$52K	Hold	1,000	–	–	0.01%	180
2016 Q2	$45K	Hold	1,000	–	–	0.01%	194
2016 Q1	$41K	Hold	1,000	–	–	0.01%	194
2015 Q4	$37K	Hold	1,000	–	–	0.01%	236
2015 Q3	$33K	Hold	1,000	–	–	0.01%	261
2015 Q2	$37K	Hold	1,000	–	–	0.01%	245
2015 Q1	$35K	Hold	1,000	–	–	0.01%	255
2014 Q4	$38K	Buy	+1,000	New	+$36.6K	0.01%	233

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kings Point Capital Management's XYL Position: Q1 2022 in Review

Kings Point Capital Management held its Xylem (XYL) position steady in Q1 2022 at 1,362 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #257.

Kings Point Capital Management first reported a position in XYL in Q4 2014 and has held it in 30 quarters since. The position peaked at $168K in Q3 2021. 759 funds tracked by Wall St. Rank hold XYL as of Q1 2022.

Kings Point Capital Management held 1,362 shares of Xylem worth $116K as of Q1 2022.
Kings Point Capital Management left its Xylem share count unchanged in Q1 2022.
Xylem made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #257 holding.
Kings Point Capital Management first reported a position in Xylem in Q4 2014 and has held it in 30 quarters since.
Kings Point Capital Management's Xylem position peaked at $168K in Q3 2021.
759 funds tracked by Wall St. Rank held Xylem as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.