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Marshall Financial Group (Maryland)’s Xylem XYL Stock Holding History

Marshall Financial Group (Maryland)’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
2021
Q4 		– Sell
-1,820
Closed -$225K – 229
2021
Q3 		$225K Sell
1,820
-158
-8% -$20.3K 0.12% 161
2021
Q2 		$237K Hold
1,978
– – 0.13% 158
2021
Q1 		$208K Buy
+1,978
New +$201K 0.12% 131

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Financial Group (Maryland)'s XYL Position: Q4 2021 in Review

Marshall Financial Group (Maryland) sold out of Xylem (XYL) in Q4 2021, closing a stake of 1,820 shares — an estimated $225K sold.

Marshall Financial Group (Maryland) first reported a position in XYL in Q1 2021 and held it in 3 quarters. The position peaked at $237K in Q2 2021. 827 funds tracked by Wall St. Rank hold XYL as of Q4 2021.

  • Marshall Financial Group (Maryland) reported no remaining Xylem position as of Q4 2021 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 1,820 Xylem shares in Q4 2021, an estimated $225K.
  • Marshall Financial Group (Maryland) first reported a position in Xylem in Q1 2021 and held it in 3 quarters.
  • Marshall Financial Group (Maryland)'s Xylem position peaked at $237K in Q2 2021.
  • 827 funds tracked by Wall St. Rank held Xylem as of Q4 2021.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2021, filed 27 Jan 2022.