LW
XYL icon

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 – 341
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Linscomb Wealth's XYL Position: Q1 2023 in Review

Linscomb Wealth sold out of Xylem (XYL) in Q1 2023, closing a stake of 2,520 shares — an estimated $279K sold.

Linscomb Wealth first reported a position in XYL in Q3 2018 and held it in 14 quarters. The position peaked at $929K in Q4 2019. 839 funds tracked by Wall St. Rank hold XYL as of Q1 2023.

  • Linscomb Wealth reported no remaining Xylem position as of Q1 2023 after selling out during the quarter.
  • Linscomb Wealth sold 2,520 Xylem shares in Q1 2023, an estimated $279K.
  • Linscomb Wealth first reported a position in Xylem in Q3 2018 and held it in 14 quarters.
  • Linscomb Wealth's Xylem position peaked at $929K in Q4 2019.
  • 839 funds tracked by Wall St. Rank held Xylem as of Q1 2023.

Based on Linscomb Wealth's 13F filing for Q1 2023, filed 11 May 2023.