Sageworth Trust’s Xylem XYL Stock Holding History

Sageworth 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
2022 Q2	–	Sell	-75	Closed	-$6K	–	434
2022 Q1	$6K	Sell	75 -75	-50%	-$7.19K	﹤0.01%	235
2021 Q4	$18K	Hold	150	–	–	﹤0.01%	200
2021 Q3	$19K	Hold	150	–	–	﹤0.01%	384
2021 Q2	$18K	Hold	150	–	–	﹤0.01%	427
2021 Q1	$16K	Hold	150	–	–	﹤0.01%	238
2020 Q4	$15K	Hold	150	–	–	﹤0.01%	171
2020 Q3	$13K	Sell	150 -400	-73%	-$31.1K	﹤0.01%	135
2020 Q2	$36K	Hold	550	–	–	﹤0.01%	84
2020 Q1	$36K	Hold	550	–	–	﹤0.01%	86
2019 Q4	$43K	Hold	550	–	–	﹤0.01%	97
2019 Q3	$44K	Hold	550	–	–	0.01%	98
2019 Q2	$46K	Hold	550	–	–	0.01%	95
2019 Q1	$43K	Sell	550 -1,900	-78%	-$139K	0.01%	91
2018 Q4	$163K	Hold	2,450	–	–	0.02%	43
2018 Q3	$196K	Buy	2,450 +1,900	+345%	+$142K	0.03%	41
2018 Q2	$37K	Buy	+550	New	+$39.9K	0.01%	55

Other funds holding XYL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sageworth Trust's XYL Position: Q2 2022 in Review

Sageworth Trust sold out of Xylem (XYL) in Q2 2022, closing a stake of 75 shares — an estimated $6K sold.

Sageworth Trust first reported a position in XYL in Q2 2018 and held it in 16 quarters. The position peaked at $196K in Q3 2018. 725 funds tracked by Wall St. Rank hold XYL as of Q2 2022.

Sageworth Trust reported no remaining Xylem position as of Q2 2022 after selling out during the quarter.
Sageworth Trust sold 75 Xylem shares in Q2 2022, an estimated $6K.
Sageworth Trust first reported a position in Xylem in Q2 2018 and held it in 16 quarters.
Sageworth Trust's Xylem position peaked at $196K in Q3 2018.
725 funds tracked by Wall St. Rank held Xylem as of Q2 2022.

Based on Sageworth Trust's 13F filing for Q2 2022, filed 28 Jul 2022.