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Rational Advisors’s Xylem XYL Stock Holding History

Rational Advisors’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
-76
Closed -$8.56K – 284
2023
Q3 		$8.56K Hold
76
– – ﹤0.01% 230
2023
Q2 		$8.56K Hold
76
– – ﹤0.01% 219
2023
Q1 		$7.96K Hold
76
– – ﹤0.01% 220
2022
Q4 		$8.4K Hold
76
– – ﹤0.01% 195
2022
Q3 		$7K Hold
76
– – ﹤0.01% 215
2022
Q2 		$6K Buy
76
+2
+3% +$165 ﹤0.01% 228
2022
Q1 		$6K Buy
+74
New +$7.09K ﹤0.01% 242
2016
Q4 		– Sell
-3,763
Closed -$197K – 315
2016
Q3 		$197K Buy
+3,763
New +$185K 0.13% 124

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

Rational Advisors's XYL Position: Q4 2023 in Review

Rational Advisors sold out of Xylem (XYL) in Q4 2023, closing a stake of 76 shares — an estimated $8.56K sold.

Rational Advisors first reported a position in XYL in Q3 2016 and held it in 8 quarters. The position peaked at $197K in Q3 2016. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

  • Rational Advisors reported no remaining Xylem position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 76 Xylem shares in Q4 2023, an estimated $8.56K.
  • Rational Advisors first reported a position in Xylem in Q3 2016 and held it in 8 quarters.
  • Rational Advisors's Xylem position peaked at $197K in Q3 2016.
  • 922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.