Sierra Ocean’s Xylem XYL Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-26	Closed	-$3.39K	–	993
2025 Q2	$3.39K	Sell	26 -9	-26%	-$1.09K	﹤0.01%	656
2025 Q1	$4.2K	Hold	35	–	–	﹤0.01%	624
2024 Q4	$4.08K	Buy	+35	New	+$4.42K	﹤0.01%	626

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

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

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sierra Ocean's XYL Position: Q3 2025 in Review

Sierra Ocean sold out of Xylem (XYL) in Q3 2025, closing a stake of 26 shares — an estimated $3.39K sold.

Sierra Ocean first reported a position in XYL in Q4 2024 and held it in 3 quarters. The position peaked at $4.2K in Q1 2025. 1,085 funds tracked by Wall St. Rank hold XYL as of Q3 2025.

Sierra Ocean reported no remaining Xylem position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 26 Xylem shares in Q3 2025, an estimated $3.39K.
Sierra Ocean first reported a position in Xylem in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Xylem position peaked at $4.2K in Q1 2025.
1,085 funds tracked by Wall St. Rank held Xylem as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.