Meritage Group’s Xylem XYL Stock Holding History

Meritage Group’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 Q3	–	Sell	-2,216	Closed	-$250K	–	63
2023 Q2	$250K	Sell	2,216 -342	-13%	-$36.2K	0.01%	39
2023 Q1	$268K	Buy	+2,558	New	+$267K	0.01%	25

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Meritage Group's XYL Position: Q3 2023 in Review

Meritage Group sold out of Xylem (XYL) in Q3 2023, closing a stake of 2,216 shares — an estimated $250K sold.

Meritage Group first reported a position in XYL in Q1 2023 and held it in 2 quarters. The position peaked at $268K in Q1 2023. 872 funds tracked by Wall St. Rank hold XYL as of Q3 2023.

Meritage Group reported no remaining Xylem position as of Q3 2023 after selling out during the quarter.
Meritage Group sold 2,216 Xylem shares in Q3 2023, an estimated $250K.
Meritage Group first reported a position in Xylem in Q1 2023 and held it in 2 quarters.
Meritage Group's Xylem position peaked at $268K in Q1 2023.
872 funds tracked by Wall St. Rank held Xylem as of Q3 2023.

Based on Meritage Group's 13F filing for Q3 2023, filed 13 Nov 2023.