Shine Investment Advisory Services’s Xylem XYL Stock Holding History

Shine Investment Advisory Services’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 Q3	$23K	Sell	270 -93	-26%	-$7.24K	0.01%	432
2020 Q2	$24K	Sell	363 -37	-9%	-$2.44K	0.01%	437
2020 Q1	$26K	Buy	400 +71	+22%	+$5.59K	0.01%	382
2019 Q4	$26K	Buy	329 +73	+29%	+$5.68K	0.01%	448
2019 Q3	$20K	Hold	256	–	–	0.01%	458
2019 Q2	$21K	Buy	256 +25	+11%	+$1.99K	0.01%	453
2019 Q1	$18K	Buy	231 +38	+20%	+$2.77K	0.01%	478
2018 Q4	$13K	Hold	193	–	–	0.01%	489
2018 Q3	$15K	Sell	193 -2	-1%	-$149	0.01%	482
2018 Q2	$13K	Sell	195 -196	-50%	-$14.2K	0.01%	496
2018 Q1	$30K	Hold	391	–	–	0.02%	394
2017 Q4	$27K	Sell	391 -172	-31%	-$11.4K	0.01%	407
2017 Q3	$35K	Sell	563 -235	-29%	-$14K	0.02%	362
2017 Q2	$44K	Buy	+798	New	+$41.6K	0.02%	301

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Shine Investment Advisory Services's XYL Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Xylem (XYL) stake by 26% in Q3 2020, selling an estimated $7.24K and leaving 270 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #432.

Shine Investment Advisory Services first reported a position in XYL in Q2 2017 and has held it in 14 quarters since. The position peaked at $44K in Q2 2017. 654 funds tracked by Wall St. Rank hold XYL as of Q3 2020.

Shine Investment Advisory Services held 270 shares of Xylem worth $23K as of Q3 2020.
Shine Investment Advisory Services sold 93 Xylem shares in Q3 2020, an estimated $7.24K.
Xylem made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #432 holding.
Shine Investment Advisory Services first reported a position in Xylem in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Xylem position peaked at $44K in Q2 2017.
654 funds tracked by Wall St. Rank held Xylem as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.