Mount Lucas Management’s Xylem XYL Stock Holding History

Mount Lucas 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
2019 Q1	–	Sell	-29,565	Closed	-$1.97M	–	99
2018 Q4	$1.97M	Buy	29,565 +789	+3%	+$54.6K	0.25%	42
2018 Q3	$2.3M	Sell	28,776 -3,002	-9%	-$224K	0.34%	55
2018 Q2	$2.14M	Sell	31,778 -523	-2%	-$38K	0.32%	57
2018 Q1	$2.48M	Buy	+32,301	New	+$2.39M	0.4%	70

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mount Lucas Management's XYL Position: Q1 2019 in Review

Mount Lucas Management sold out of Xylem (XYL) in Q1 2019, closing a stake of 29,565 shares — an estimated $1.97M sold.

Mount Lucas Management first reported a position in XYL in Q1 2018 and held it in 4 quarters. The position peaked at $2.48M in Q1 2018. 668 funds tracked by Wall St. Rank hold XYL as of Q1 2019.

Mount Lucas Management reported no remaining Xylem position as of Q1 2019 after selling out during the quarter.
Mount Lucas Management sold 29,565 Xylem shares in Q1 2019, an estimated $1.97M.
Mount Lucas Management first reported a position in Xylem in Q1 2018 and held it in 4 quarters.
Mount Lucas Management's Xylem position peaked at $2.48M in Q1 2018.
668 funds tracked by Wall St. Rank held Xylem as of Q1 2019.

Based on Mount Lucas Management's 13F filing for Q1 2019, filed 15 May 2019.