Petrus Trust Company’s Xylem XYL Stock Holding History

Petrus Trust Company’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 Q1	–	Sell	-4,959	Closed	-$575K	–	806
2024 Q4	$575K	Buy	4,959 +2,697	+119%	+$341K	0.06%	166
2024 Q3	$305K	Buy	+2,262	New	+$303K	0.03%	405

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Petrus Trust Company's XYL Position: Q1 2025 in Review

Petrus Trust Company sold out of Xylem (XYL) in Q1 2025, closing a stake of 4,959 shares — an estimated $575K sold.

Petrus Trust Company first reported a position in XYL in Q3 2024 and held it in 2 quarters. The position peaked at $575K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

Petrus Trust Company reported no remaining Xylem position as of Q1 2025 after selling out during the quarter.
Petrus Trust Company sold 4,959 Xylem shares in Q1 2025, an estimated $575K.
Petrus Trust Company first reported a position in Xylem in Q3 2024 and held it in 2 quarters.
Petrus Trust Company's Xylem position peaked at $575K in Q4 2024.
1,026 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.