PO
XYL icon

Private Ocean’s Xylem XYL Stock Holding History

Private Ocean’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
Q1 		– Sell
-138
Closed -$15.3K – 685
2022
Q4 		$15.3K Buy
+138
New +$14.5K ﹤0.01% 337
2020
Q2 		– Sell
-1
Closed – – 584
2020
Q1 		$0 Sell
1
-1
-50% -$79 ﹤0.01% 608
2019
Q4 		$1K Hold
2
– – ﹤0.01% 477
2019
Q3 		$1K Sell
2
-399
-100% -$31.4K ﹤0.01% 588
2019
Q2 		$33K Buy
+401
New +$32K 0.01% 253

Other funds holding XYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Private Ocean's XYL Position: Q1 2023 in Review

Private Ocean sold out of Xylem (XYL) in Q1 2023, closing a stake of 138 shares — an estimated $15.3K sold.

Private Ocean first reported a position in XYL in Q2 2019 and held it in 5 quarters. The position peaked at $33K in Q2 2019. 839 funds tracked by Wall St. Rank hold XYL as of Q1 2023.

  • Private Ocean reported no remaining Xylem position as of Q1 2023 after selling out during the quarter.
  • Private Ocean sold 138 Xylem shares in Q1 2023, an estimated $15.3K.
  • Private Ocean first reported a position in Xylem in Q2 2019 and held it in 5 quarters.
  • Private Ocean's Xylem position peaked at $33K in Q2 2019.
  • 839 funds tracked by Wall St. Rank held Xylem as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.