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Lakewood Asset Management’s Xylem XYL Stock Holding History

Lakewood Asset 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
2024
Q4 		– Sell
-1,700
Closed -$230K – 121
2024
Q3 		$230K Hold
1,700
– – 0.16% 107
2024
Q2 		$231K Hold
1,700
– – 0.16% 106
2024
Q1 		$220K Buy
+1,700
New +$205K 0.15% 106
2023
Q3 		– Sell
-2,095
Closed -$236K – 115
2023
Q2 		$236K Hold
2,095
– – 0.19% 100
2023
Q1 		$219K Hold
2,095
– – 0.18% 101
2022
Q4 		$232K Buy
+2,095
New +$220K 0.19% 95

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $94.8B AUM 24.11% 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

Lakewood Asset Management's XYL Position: Q4 2024 in Review

Lakewood Asset Management sold out of Xylem (XYL) in Q4 2024, closing a stake of 1,700 shares — an estimated $230K sold.

Lakewood Asset Management first reported a position in XYL in Q4 2022 and held it in 6 quarters. The position peaked at $236K in Q2 2023. 1,001 funds tracked by Wall St. Rank hold XYL as of Q4 2024.

  • Lakewood Asset Management reported no remaining Xylem position as of Q4 2024 after selling out during the quarter.
  • Lakewood Asset Management sold 1,700 Xylem shares in Q4 2024, an estimated $230K.
  • Lakewood Asset Management first reported a position in Xylem in Q4 2022 and held it in 6 quarters.
  • Lakewood Asset Management's Xylem position peaked at $236K in Q2 2023.
  • 1,001 funds tracked by Wall St. Rank held Xylem as of Q4 2024.

Based on Lakewood Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.