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Mark J. Bradley’s Xylem XYL Stock Holding History

Mark J. Bradley’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
Q2 		$1.24M Sell
11,045
-5,055
-31% -$535K 1.23% 36
2023
Q1 		$1.69M Buy
16,100
+1,320
+9% +$138K 1.22% 37
2022
Q4 		$1.63M Sell
14,780
-270
-2% -$28.3K 1.45% 32
2022
Q3 		$1.31M Sell
15,050
-3,010
-17% -$274K 1.22% 38
2022
Q2 		$1.41M Sell
18,060
-1,305
-7% -$108K 1.28% 37
2022
Q1 		$1.65M Sell
19,365
-245
-1% -$23.5K 1.18% 37
2021
Q4 		$2.35M Sell
19,610
-4,156
-17% -$516K 1.54% 35
2021
Q3 		$2.94M Sell
23,766
-430
-2% -$55.3K 2.01% 28
2021
Q2 		$2.9M Sell
24,196
-1,175
-5% -$134K 1.94% 27
2021
Q1 		$2.67M Sell
25,371
-3,041
-11% -$308K 1.81% 29
2020
Q4 		$2.89M Buy
+28,412
New +$2.67M 1.99% 25

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mark J. Bradley's XYL Position: Q2 2023 in Review

Mark J. Bradley reduced its Xylem (XYL) stake by 31% in Q2 2023, selling an estimated $535K and leaving 11,045 shares worth $1.24M. The position accounts for 1.23% of the portfolio, ranked #36.

Mark J. Bradley first reported a position in XYL in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.94M in Q3 2021. 908 funds tracked by Wall St. Rank hold XYL as of Q2 2023.

  • Mark J. Bradley held 11,045 shares of Xylem worth $1.24M as of Q2 2023.
  • Mark J. Bradley sold 5,055 Xylem shares in Q2 2023, an estimated $535K.
  • Xylem made up 1.23% of Mark J. Bradley's portfolio in Q2 2023, its #36 holding.
  • Mark J. Bradley first reported a position in Xylem in Q4 2020 and has held it in 11 quarters since.
  • Mark J. Bradley's Xylem position peaked at $2.94M in Q3 2021.
  • 908 funds tracked by Wall St. Rank held Xylem as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.