Newfound Research’s Xylem XYL Stock Holding History

Newfound Research’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
2022 Q2	–	Sell	-903	Closed	-$77K	–	155
2022 Q1	$77K	Buy	903 +297	+49%	+$28.5K	0.1%	120
2021 Q4	$73K	Buy	+606	New	+$75.2K	0.09%	118

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 $47.7B AUM 13.92% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Newfound Research's XYL Position: Q2 2022 in Review

Newfound Research sold out of Xylem (XYL) in Q2 2022, closing a stake of 903 shares — an estimated $77K sold.

Newfound Research first reported a position in XYL in Q4 2021 and held it in 2 quarters. The position peaked at $77K in Q1 2022. 725 funds tracked by Wall St. Rank hold XYL as of Q2 2022.

Newfound Research reported no remaining Xylem position as of Q2 2022 after selling out during the quarter.
Newfound Research sold 903 Xylem shares in Q2 2022, an estimated $77K.
Newfound Research first reported a position in Xylem in Q4 2021 and held it in 2 quarters.
Newfound Research's Xylem position peaked at $77K in Q1 2022.
725 funds tracked by Wall St. Rank held Xylem as of Q2 2022.

Based on Newfound Research's 13F filing for Q2 2022, filed 15 Jul 2022.