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Mount Yale Investment Advisors’s Xylem XYL Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-510
Closed -$66K – 1630
2025
Q2 		$66K Buy
+510
New +$61.8K 0.01% 740
2020
Q2 		– Sell
-6,601
Closed -$430K – 367
2020
Q1 		$430K Buy
6,601
+692
+12% +$54.5K 0.1% 204
2019
Q4 		$483K Buy
5,909
+194
+3% +$15.1K 0.08% 207
2019
Q3 		$438K Sell
5,715
-139
-2% -$10.9K 0.08% 215
2019
Q2 		$445K Buy
5,854
+56
+1% +$4.46K 0.08% 211
2019
Q1 		$458K Sell
5,798
-298
-5% -$21.7K 0.09% 192
2018
Q4 		$435K Sell
6,096
-83
-1% -$5.74K 0.09% 205
2018
Q3 		$442K Sell
6,179
-47
-0.8% -$3.51K 0.08% 198
2018
Q2 		$420K Buy
6,226
+5,928
+1,989% +$430K 0.08% 204
2018
Q1 		$23K Buy
+298
New +$22K ﹤0.01% 746

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return