Lee Financial’s Xylem XYL Stock Holding History

Lee Financial’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 Q1	–	Sell	-1	Closed	-$115	–	838
2023 Q4	$115	Sell	1 -38	-97%	-$3.79K	﹤0.01%	850
2023 Q3	$3.55K	Hold	39	–	–	﹤0.01%	572
2023 Q2	$4.39K	Buy	39 +18	+86%	+$1.9K	﹤0.01%	531
2023 Q1	$2.2K	Buy	+21	New	+$2.19K	﹤0.01%	657

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Lee Financial's XYL Position: Q1 2024 in Review

Lee Financial sold out of Xylem (XYL) in Q1 2024, closing a stake of 1 share — an estimated $115 sold.

Lee Financial first reported a position in XYL in Q1 2023 and held it in 4 quarters. The position peaked at $4.39K in Q2 2023. 987 funds tracked by Wall St. Rank hold XYL as of Q1 2024.

Lee Financial reported no remaining Xylem position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 1 Xylem share in Q1 2024, an estimated $115.
Lee Financial first reported a position in Xylem in Q1 2023 and held it in 4 quarters.
Lee Financial's Xylem position peaked at $4.39K in Q2 2023.
987 funds tracked by Wall St. Rank held Xylem as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.