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Schechter Investment Advisors’s Xylem XYL Stock Holding History

Schechter Investment 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
2025
Q1 		$262K Sell
2,192
-100
-4% -$12.4K 0.02% 499
2024
Q4 		$266K Sell
2,292
-993
-30% -$126K 0.02% 514
2024
Q3 		$444K Buy
3,285
+622
+23% +$83.2K 0.03% 426
2024
Q2 		$361K Sell
2,663
-159
-6% -$21.6K 0.03% 440
2024
Q1 		$365K Sell
2,822
-45
-2% -$5.44K 0.03% 452
2023
Q4 		$328K Sell
2,867
-184
-6% -$18.4K 0.03% 446
2023
Q3 		$278K Sell
3,051
-107
-3% -$11K 0.03% 469
2023
Q2 		$356K Buy
+3,158
New +$334K 0.03% 451

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's XYL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Xylem (XYL) stake by 4.4% in Q1 2025, selling an estimated $12.4K and leaving 2,192 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #499.

Schechter Investment Advisors first reported a position in XYL in Q2 2023 and has held it in 8 quarters since. The position peaked at $444K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

  • Schechter Investment Advisors held 2,192 shares of Xylem worth $262K as of Q1 2025.
  • Schechter Investment Advisors sold 100 Xylem shares in Q1 2025, an estimated $12.4K.
  • Xylem made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #499 holding.
  • Schechter Investment Advisors first reported a position in Xylem in Q2 2023 and has held it in 8 quarters since.
  • Schechter Investment Advisors's Xylem position peaked at $444K in Q3 2024.
  • 1,026 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.