Kovitz Investment Group Partners’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.73M Sell
44,288
-4,950
-10% -$640K 0.02% 426
2025
Q1
$5.88M Sell
49,238
-818
-2% -$97.7K 0.03% 374
2024
Q4
$5.81M Buy
50,056
+26,297
+111% +$3.05M 0.03% 374
2024
Q3
$2.88M Buy
23,759
+17,141
+259% +$2.08M 0.02% 428
2024
Q2
$898K Sell
6,618
-5,307
-45% -$720K 0.01% 555
2024
Q1
$1.54M Buy
+11,925
New +$1.54M 0.02% 336