Montrusco Bolton Investments’s Xylem XYL Stock Holding History

Montrusco Bolton Investments’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
2020 Q3	–	Sell	-105,475	Closed	-$7.7M	–	63
2020 Q2	$7.7M	Buy	105,475 +20,893	+25%	+$1.38M	0.44%	50
2020 Q1	$5.51M	Buy	84,582 +6,611	+8%	+$521K	0.43%	50
2019 Q4	$6.14M	Buy	+77,971	New	+$6.07M	0.35%	52

Other funds holding XYL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Montrusco Bolton Investments's XYL Position: Q3 2020 in Review

Montrusco Bolton Investments sold out of Xylem (XYL) in Q3 2020, closing a stake of 105,475 shares — an estimated $7.7M sold.

Montrusco Bolton Investments first reported a position in XYL in Q4 2019 and held it in 3 quarters. The position peaked at $7.7M in Q2 2020. 654 funds tracked by Wall St. Rank hold XYL as of Q3 2020.

Montrusco Bolton Investments reported no remaining Xylem position as of Q3 2020 after selling out during the quarter.
Montrusco Bolton Investments sold 105,475 Xylem shares in Q3 2020, an estimated $7.7M.
Montrusco Bolton Investments first reported a position in Xylem in Q4 2019 and held it in 3 quarters.
Montrusco Bolton Investments's Xylem position peaked at $7.7M in Q2 2020.
654 funds tracked by Wall St. Rank held Xylem as of Q3 2020.

Based on Montrusco Bolton Investments's 13F filing for Q3 2020, filed 9 Nov 2020.