Rothschild Capital Partners’s Xylem XYL Stock Holding History

Rothschild Capital Partners’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
2020 Q1	–	Sell	-64,270	Closed	-$5.06M	–	43
2019 Q4	$5.06M	Sell	64,270 -449	-0.7%	-$34.9K	2.31%	16
2019 Q3	$5.15M	Hold	64,719	–	–	2.6%	17
2019 Q2	$5.41M	Hold	64,719	–	–	2.78%	15
2019 Q1	$5.12M	Sell	64,719 -401	-0.6%	-$29.3K	2.88%	12
2018 Q4	$4.34M	Buy	65,120 +418	+0.6%	+$28.9K	2.75%	14
2018 Q3	$5.17M	Sell	64,702 -14,120	-18%	-$1.05M	2.4%	15
2018 Q2	$5.31M	Hold	78,822	–	–	2.52%	14
2018 Q1	$6.06M	Sell	78,822 -283	-0.4%	-$20.9K	2.96%	16
2017 Q4	$5.39M	Sell	79,105 -698	-0.9%	-$46.3K	2.51%	15
2017 Q3	$5M	Sell	79,803 -6,490	-8%	-$388K	2.38%	16
2017 Q2	$4.78M	Hold	86,293	–	–	2.18%	20
2017 Q1	$4.33M	Sell	86,293 -4,377	-5%	-$213K	2.14%	25
2016 Q4	$4.49M	Sell	90,670 -47,950	-35%	-$2.43M	2.28%	23
2016 Q3	$7.27M	Buy	138,620 +26,908	+24%	+$1.32M	3.31%	11
2016 Q2	$4.99M	Buy	111,712 +51,502	+86%	+$2.24M	2.64%	22
2016 Q1	$2.46M	Buy	+60,210	New	+$2.22M	1.22%	31

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Impax Asset Management Group

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM