Lee, Danner & Bass’s Xylem XYL Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-260	Closed	-$30.2K	–	728
2024 Q4	$30.2K	Buy	+260	New	+$32.9K	﹤0.01%	410

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

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee, Danner & Bass's XYL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Xylem (XYL) in Q1 2025, closing a stake of 260 shares — an estimated $30.2K sold.

Lee, Danner & Bass first reported a position in XYL in Q4 2024 and held it in 1 quarter. The position peaked at $30.2K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

Lee, Danner & Bass reported no remaining Xylem position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 260 Xylem shares in Q1 2025, an estimated $30.2K.
Lee, Danner & Bass first reported a position in Xylem in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Xylem position peaked at $30.2K in Q4 2024.
1,026 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.