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Monetta Financial Services’s Xylem XYL Stock Holding History

Monetta Financial Services’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 		– Sell
-5,500
Closed -$576K – 68
2023
Q1 		$576K Hold
5,500
– – 0.62% 47
2022
Q4 		$608K Hold
5,500
– – 0.7% 44
2022
Q3 		$480K Buy
+5,500
New +$500K 0.55% 47

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

Monetta Financial Services's XYL Position: Q2 2023 in Review

Monetta Financial Services sold out of Xylem (XYL) in Q2 2023, closing a stake of 5,500 shares — an estimated $576K sold.

Monetta Financial Services first reported a position in XYL in Q3 2022 and held it in 3 quarters. The position peaked at $608K in Q4 2022. 908 funds tracked by Wall St. Rank hold XYL as of Q2 2023.

  • Monetta Financial Services reported no remaining Xylem position as of Q2 2023 after selling out during the quarter.
  • Monetta Financial Services sold 5,500 Xylem shares in Q2 2023, an estimated $576K.
  • Monetta Financial Services first reported a position in Xylem in Q3 2022 and held it in 3 quarters.
  • Monetta Financial Services's Xylem position peaked at $608K in Q4 2022.
  • 908 funds tracked by Wall St. Rank held Xylem as of Q2 2023.

Based on Monetta Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.