Moody National Bank Trust Division’s Xylem XYL Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-2,501	Closed	-$228K	–	649
2023 Q3	$228K	Buy	2,501 +591	+31%	+$61K	0.01%	549
2023 Q2	$215K	Buy	+1,910	New	+$202K	0.01%	581
2023 Q1	–	Sell	-1,910	Closed	-$211K	–	613
2022 Q4	$211K	Buy	+1,910	New	+$200K	0.02%	570
2019 Q2	–	Sell	-62	Closed	-$5K	–	986
2019 Q1	$5K	Buy	+62	New	+$4.52K	﹤0.01%	974

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

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

Moody National Bank Trust Division's XYL Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Xylem (XYL) in Q4 2023, closing a stake of 2,501 shares — an estimated $228K sold.

Moody National Bank Trust Division first reported a position in XYL in Q1 2019 and held it in 4 quarters. The position peaked at $228K in Q3 2023. 923 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

Moody National Bank Trust Division reported no remaining Xylem position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 2,501 Xylem shares in Q4 2023, an estimated $228K.
Moody National Bank Trust Division first reported a position in Xylem in Q1 2019 and held it in 4 quarters.
Moody National Bank Trust Division's Xylem position peaked at $228K in Q3 2023.
923 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.