ML&R Wealth Management’s Xylem XYL Stock Holding History

ML&R 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 Q3	–	Sell	-25,720	Closed	-$2.9M	–	95
2023 Q2	$2.9M	Buy	+25,720	New	+$2.72M	0.64%	22

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

ML&R Wealth Management's XYL Position: Q3 2023 in Review

ML&R Wealth Management sold out of Xylem (XYL) in Q3 2023, closing a stake of 25,720 shares — an estimated $2.9M sold.

ML&R Wealth Management first reported a position in XYL in Q2 2023 and held it in 1 quarter. The position peaked at $2.9M in Q2 2023. 872 funds tracked by Wall St. Rank hold XYL as of Q3 2023.

ML&R Wealth Management reported no remaining Xylem position as of Q3 2023 after selling out during the quarter.
ML&R Wealth Management sold 25,720 Xylem shares in Q3 2023, an estimated $2.9M.
ML&R Wealth Management first reported a position in Xylem in Q2 2023 and held it in 1 quarter.
ML&R Wealth Management's Xylem position peaked at $2.9M in Q2 2023.
872 funds tracked by Wall St. Rank held Xylem as of Q3 2023.

Based on ML&R Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.