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Simplicity Solutions’s Xylem XYL Stock Holding History

Simplicity Solutions’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
Q4 		$452K Buy
3,952
+150
+4% +$15K 0.01% 702
2023
Q3 		$346K Sell
3,802
-1,257
-25% -$130K 0.01% 718
2023
Q2 		$570K Buy
5,059
+1,050
+26% +$111K 0.02% 626
2023
Q1 		$420K Buy
+4,009
New +$419K 0.01% 741

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions's XYL Position: Q4 2023 in Review

Simplicity Solutions increased its Xylem (XYL) stake by 3.9% in Q4 2023, buying an estimated $15K and bringing the position to 3,952 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #702.

Simplicity Solutions first reported a position in XYL in Q1 2023 and has held it in 4 quarters since. The position peaked at $570K in Q2 2023. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

  • Simplicity Solutions held 3,952 shares of Xylem worth $452K as of Q4 2023.
  • Simplicity Solutions bought 150 Xylem shares in Q4 2023, an estimated $15K.
  • Xylem made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #702 holding.
  • Simplicity Solutions first reported a position in Xylem in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Xylem position peaked at $570K in Q2 2023.
  • 922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.