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Schubert & Co’s Xylem XYL Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-54
Closed -$5.65K – 1557
2023
Q1 		$5.65K Sell
54
-3
-5% -$313 0.01% 404
2022
Q4 		$6.3K Buy
57
+10
+21% +$1.05K 0.01% 348
2022
Q3 		$4K Buy
47
+25
+114% +$2.27K ﹤0.01% 548
2022
Q2 		$2K Buy
22
+17
+340% +$1.4K ﹤0.01% 925
2022
Q1 		$0 Sell
5
-4
-44% -$383 ﹤0.01% 1373
2021
Q4 		$1K Buy
+9
New +$1.12K ﹤0.01% 934

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schubert & Co's XYL Position: Q2 2023 in Review

Schubert & Co sold out of Xylem (XYL) in Q2 2023, closing a stake of 54 shares — an estimated $5.65K sold.

Schubert & Co first reported a position in XYL in Q4 2021 and held it in 6 quarters. The position peaked at $6.3K in Q4 2022. 908 funds tracked by Wall St. Rank hold XYL as of Q2 2023.

  • Schubert & Co reported no remaining Xylem position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 54 Xylem shares in Q2 2023, an estimated $5.65K.
  • Schubert & Co first reported a position in Xylem in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Xylem position peaked at $6.3K in Q4 2022.
  • 908 funds tracked by Wall St. Rank held Xylem as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.