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NXG Investment Management’s Xylem XYL Stock Holding History

NXG Investment 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
2023
Q4 		– Sell
-2,600
Closed -$237K – 70
2023
Q3 		$237K Sell
2,600
-3,400
-57% -$351K 0.02% 59
2023
Q2 		$676K Sell
6,000
-2,600
-30% -$275K 0.07% 64
2023
Q1 		$900K Buy
8,600
+3,959
+85% +$413K 0.09% 60
2022
Q4 		$513K Sell
4,641
-3,833
-45% -$402K 0.05% 65
2022
Q3 		$740K Buy
8,474
+1,342
+19% +$122K 0.07% 60
2022
Q2 		$558K Buy
7,132
+1,583
+29% +$131K 0.06% 64
2022
Q1 		$473K Buy
+5,549
New +$532K 0.04% 81
2020
Q3 		– Sell
-5,071
Closed -$329K – 139
2020
Q2 		$329K Buy
5,071
+717
+16% +$47.3K 0.04% 113
2020
Q1 		$284K Sell
4,354
-8,783
-67% -$692K 0.04% 90
2019
Q4 		$1.03M Buy
13,137
+4,211
+47% +$328K 0.06% 77
2019
Q3 		$711K Sell
8,926
-6,511
-42% -$512K 0.04% 88
2019
Q2 		$1.29M Sell
15,437
-25,470
-62% -$2.03M 0.05% 86
2019
Q1 		$3.23M Sell
40,907
-60,203
-60% -$4.39M 0.11% 64
2018
Q4 		$6.75M Sell
101,110
-3,177
-3% -$220K 0.28% 41
2018
Q3 		$8.33M Buy
104,287
+16,159
+18% +$1.21M 0.24% 56
2018
Q2 		$5.94M Buy
+88,128
New +$6.4M 0.18% 62
2016
Q4 		– Sell
-64,391
Closed -$3.38M – 166
2016
Q3 		$3.38M Buy
+64,391
New +$3.16M 0.11% 96

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NXG Investment Management's XYL Position: Q4 2023 in Review

NXG Investment Management sold out of Xylem (XYL) in Q4 2023, closing a stake of 2,600 shares — an estimated $237K sold.

NXG Investment Management first reported a position in XYL in Q3 2016 and held it in 17 quarters. The position peaked at $8.33M in Q3 2018. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

  • NXG Investment Management reported no remaining Xylem position as of Q4 2023 after selling out during the quarter.
  • NXG Investment Management sold 2,600 Xylem shares in Q4 2023, an estimated $237K.
  • NXG Investment Management first reported a position in Xylem in Q3 2016 and held it in 17 quarters.
  • NXG Investment Management's Xylem position peaked at $8.33M in Q3 2018.
  • 922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on NXG Investment Management's 13F filing for Q4 2023, filed 18 Jan 2024.