Linscomb Wealth’s Xylem XYL Stock Holding History

Linscomb Wealth’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
2023 Q1	–	Sell	-2,520	Closed	-$279K	–	328
2022 Q4	$279K	Buy	+2,520	New	+$264K	0.01%	291
2022 Q2	–	Sell	-2,507	Closed	-$214K	–	342
2022 Q1	$214K	Buy	2,507 +4	+0.2%	+$383	0.01%	322
2021 Q4	$300K	Buy	2,503 +3	+0.1%	+$372	0.01%	274
2021 Q3	$309K	Hold	2,500	–	–	0.02%	263
2021 Q2	$300K	Sell	2,500 -38	-1%	-$4.34K	0.02%	266
2021 Q1	$267K	Buy	2,538 +6	+0.2%	+$608	0.01%	283
2020 Q4	$258K	Buy	2,532 +7	+0.3%	+$658	0.02%	272
2020 Q3	$212K	Buy	+2,525	New	+$197K	0.01%	274
2020 Q2	–	Sell	-6,647	Closed	-$433K	–	387
2020 Q1	$433K	Sell	6,647 -5,145	-44%	-$405K	0.04%	283
2019 Q4	$929K	Buy	11,792 +9,203	+355%	+$716K	0.06%	236
2019 Q3	$206K	Buy	2,589 +8	+0.3%	+$629	0.02%	264
2019 Q2	$216K	Buy	2,581 +7	+0.3%	+$558	0.02%	253
2019 Q1	$203K	Buy	+2,574	New	+$188K	0.02%	259
2018 Q4	–	Sell	-2,558	Closed	-$204K	–	282
2018 Q3	$204K	Buy	+2,558	New	+$191K	0.02%	271

Other funds holding XYL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management

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

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

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return