Lourd Capital’s Xylem XYL Stock Holding History

Lourd Capital’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
2019 Q1	–	Sell	-3,306	Closed	-$221K	–	296
2018 Q4	$221K	Buy	3,306 +51	+2%	+$3.53K	0.02%	263
2018 Q3	$260K	Buy	+3,255	New	+$243K	0.02%	251
2018 Q1	–	Sell	-3,248	Closed	-$222K	–	337
2017 Q4	$222K	Buy	+3,248	New	+$216K	0.01%	312

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lourd Capital's XYL Position: Q1 2019 in Review

Lourd Capital sold out of Xylem (XYL) in Q1 2019, closing a stake of 3,306 shares — an estimated $221K sold.

Lourd Capital first reported a position in XYL in Q4 2017 and held it in 3 quarters. The position peaked at $260K in Q3 2018. 668 funds tracked by Wall St. Rank hold XYL as of Q1 2019.

Lourd Capital reported no remaining Xylem position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 3,306 Xylem shares in Q1 2019, an estimated $221K.
Lourd Capital first reported a position in Xylem in Q4 2017 and held it in 3 quarters.
Lourd Capital's Xylem position peaked at $260K in Q3 2018.
668 funds tracked by Wall St. Rank held Xylem as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.