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 $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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Victory Capital Management

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