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SpiderRock Advisors’s Xylem XYL Stock Holding History

SpiderRock 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
2024
Q3 		$2.34M Sell
17,344
-509
-3% -$68.1K 0.04% 287
2024
Q2 		$2.42M Sell
17,853
-890
-5% -$121K 0.05% 248
2024
Q1 		$2.39M Buy
+18,743
New +$2.26M 0.06% 228

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SpiderRock Advisors's XYL Position: Q3 2024 in Review

SpiderRock Advisors reduced its Xylem (XYL) stake by 2.9% in Q3 2024, selling an estimated $68.1K and leaving 17,344 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #287.

SpiderRock Advisors first reported a position in XYL in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.42M in Q2 2024. 1,017 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

  • SpiderRock Advisors held 17,344 shares of Xylem worth $2.34M as of Q3 2024.
  • SpiderRock Advisors sold 509 Xylem shares in Q3 2024, an estimated $68.1K.
  • Xylem made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #287 holding.
  • SpiderRock Advisors first reported a position in Xylem in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Xylem position peaked at $2.42M in Q2 2024.
  • 1,017 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.