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Lake Street Advisors Group’s Xylem XYL Stock Holding History

Lake Street Advisors Group’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
Q4 		$319K Sell
2,746
-68
-2% -$8.6K 0.01% 431
2024
Q3 		$380K Buy
2,814
+16
+0.6% +$2.14K 0.02% 392
2024
Q2 		$380K Buy
2,798
+16
+0.6% +$2.18K 0.02% 383
2024
Q1 		$360K Sell
2,782
-376
-12% -$45.4K 0.02% 409
2023
Q4 		$361K Buy
+3,158
New +$315K 0.02% 388

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 $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's XYL Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Xylem (XYL) stake by 2.4% in Q4 2024, selling an estimated $8.6K and leaving 2,746 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #431.

Lake Street Advisors Group first reported a position in XYL in Q4 2023 and has held it in 5 quarters since. The position peaked at $380K in Q3 2024. 1,003 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • Lake Street Advisors Group held 2,746 shares of Xylem worth $319K as of Q4 2024.
  • Lake Street Advisors Group sold 68 Xylem shares in Q4 2024, an estimated $8.6K.
  • Xylem made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #431 holding.
  • Lake Street Advisors Group first reported a position in Xylem in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Xylem position peaked at $380K in Q3 2024.
  • 1,003 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.