MinichMacGregor Wealth Management’s Xylem XYL Stock Holding History

MinichMacGregor Wealth Management’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	-100	Closed	-$11.1K	–	677
2022 Q4	$11.1K	Buy	+100	New	+$10.5K	﹤0.01%	394
2018 Q4	–	Sell	-263	Closed	-$21K	–	537
2018 Q3	$21K	Sell	263 -8	-3%	-$597	0.01%	214
2018 Q2	$18K	Hold	271	–	–	0.01%	227
2018 Q1	$20K	Sell	271 -11	-4%	-$813	0.02%	214
2017 Q4	$19K	Sell	282 -2	-0.7%	-$133	0.01%	212
2017 Q3	$17K	Sell	284 -35	-11%	-$2.09K	0.01%	218
2017 Q2	$17K	Sell	319 -4	-1%	-$208	0.01%	210
2017 Q1	$16K	Sell	323 -11	-3%	-$536	0.01%	212
2016 Q4	$16K	Buy	334 +74	+28%	+$3.75K	0.02%	199
2016 Q3	$13K	Sell	260 -84	-24%	-$4.12K	0.01%	239
2016 Q2	$15K	Sell	344 -1	-0.3%	-$43	0.01%	207
2016 Q1	$14K	Buy	345 +133	+63%	+$4.9K	0.01%	211
2015 Q4	$7K	Buy	+212	New	+$7.67K	0.01%	273

Other funds holding XYL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management

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

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

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Geode Capital Management

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

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

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return