Raymond James Trust’s Xylem XYL Stock Holding History

Raymond James Trust’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 Q3	$297K	Buy	2,200 +284	+15%	+$38K	0.01%	1044
2024 Q2	$260K	Sell	1,916 -21	-1%	-$2.86K	0.01%	1049
2024 Q1	$250K	Sell	1,937 -355	-15%	-$42.9K	0.01%	1074
2023 Q4	$262K	Sell	2,292 -1,917	-46%	-$191K	0.01%	997
2023 Q3	$383K	Sell	4,209 -426	-9%	-$43.9K	0.01%	761
2023 Q2	$522K	Buy	+4,635	New	+$490K	0.02%	650
2021 Q4	–	Sell	-2,052	Closed	-$254K	–	1224
2021 Q3	$254K	Sell	2,052 -104	-5%	-$13.4K	0.01%	931
2021 Q2	$258K	Sell	2,156 -239	-10%	-$27.3K	0.01%	929
2021 Q1	$252K	Sell	2,395 -1,182	-33%	-$120K	0.01%	909
2020 Q4	$364K	Buy	3,577 +566	+19%	+$53.2K	0.01%	673
2020 Q3	$253K	Buy	+3,011	New	+$234K	0.01%	773

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Raymond James Trust's XYL Position: Q3 2024 in Review

Raymond James Trust increased its Xylem (XYL) stake by 15% in Q3 2024, buying an estimated $38K and bringing the position to 2,200 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #1044.

Raymond James Trust first reported a position in XYL in Q3 2020 and has held it in 11 quarters since. The position peaked at $522K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

Raymond James Trust held 2,200 shares of Xylem worth $297K as of Q3 2024.
Raymond James Trust bought 284 Xylem shares in Q3 2024, an estimated $38K.
Xylem made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1044 holding.
Raymond James Trust first reported a position in Xylem in Q3 2020 and has held it in 11 quarters since.
Raymond James Trust's Xylem position peaked at $522K in Q2 2023.
1,016 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.