Squar Milner Financial Services’s Xylem XYL Stock Holding History

Squar Milner Financial 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	–	Sell	-3,094	Closed	-$201K	–	207
2020 Q2	$201K	Sell	3,094 -1,336	-30%	-$88.2K	0.11%	206
2020 Q1	$288K	Buy	4,430 +1,193	+37%	+$94K	0.17%	123
2019 Q4	$255K	Buy	3,237 +25	+0.8%	+$1.95K	0.13%	164
2019 Q3	$270K	Buy	3,212 +1,011	+46%	+$79.4K	0.14%	170
2019 Q2	$184K	Buy	2,201 +1,728	+365%	+$138K	0.12%	175
2019 Q1	$37K	Hold	473	–	–	0.03%	355
2018 Q4	$32K	Hold	473	–	–	0.03%	339
2018 Q3	$38K	Hold	473	–	–	0.03%	338
2018 Q2	$32K	Buy	+473	New	+$34.3K	0.03%	415

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 $34.1B AUM 20.22% 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

Squar Milner Financial Services's XYL Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Xylem (XYL) in Q3 2020, closing a stake of 3,094 shares — an estimated $201K sold.

Squar Milner Financial Services first reported a position in XYL in Q2 2018 and held it in 9 quarters. The position peaked at $288K in Q1 2020. 654 funds tracked by Wall St. Rank hold XYL as of Q3 2020.

Squar Milner Financial Services reported no remaining Xylem position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,094 Xylem shares in Q3 2020, an estimated $201K.
Squar Milner Financial Services first reported a position in Xylem in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's Xylem position peaked at $288K in Q1 2020.
654 funds tracked by Wall St. Rank held Xylem as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.