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Punch & Associates Investment Management’s Xylem XYL Stock Holding History

Punch & Associates 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
2024
Q1 		– Sell
-2,000
Closed -$229K – 237
2023
Q4 		$229K Buy
+2,000
New +$200K 0.01% 201
2023
Q3 		– Sell
-2,000
Closed -$225K – 246
2023
Q2 		$225K Hold
2,000
– – 0.01% 196
2023
Q1 		$209K Hold
2,000
– – 0.01% 197
2022
Q4 		$221K Buy
+2,000
New +$210K 0.01% 201
2013
Q3 		– Sell
-70,563
Closed -$1.9M – 210
2013
Q2 		$1.9M Buy
+70,563
New +$1.95M 0.33% 132

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
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 $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Punch & Associates Investment Management's XYL Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of Xylem (XYL) in Q1 2024, closing a stake of 2,000 shares — an estimated $229K sold.

Punch & Associates Investment Management first reported a position in XYL in Q2 2013 and held it in 5 quarters. The position peaked at $1.9M in Q2 2013. 988 funds tracked by Wall St. Rank hold XYL as of Q1 2024.

  • Punch & Associates Investment Management reported no remaining Xylem position as of Q1 2024 after selling out during the quarter.
  • Punch & Associates Investment Management sold 2,000 Xylem shares in Q1 2024, an estimated $229K.
  • Punch & Associates Investment Management first reported a position in Xylem in Q2 2013 and held it in 5 quarters.
  • Punch & Associates Investment Management's Xylem position peaked at $1.9M in Q2 2013.
  • 988 funds tracked by Wall St. Rank held Xylem as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.