Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15M Sell
125,453
-186,487
-60% -$24.5M 0.03% 854
2025
Q4
$42.5M Buy
311,940
+270,505
+653% +$38.9M 0.09% 467
2025
Q3
$6.11M Sell
41,435
-42,794
-51% -$5.94M 0.01% 1341
2025
Q2
$10.9M Buy
84,229
+77,285
+1,113% +$9.36M 0.02% 1023
2025
Q1
$830K Sell
6,944
-34,827
-83% -$4.32M ﹤0.01% 2836
2024
Q4
$4.85M Sell
41,771
-115,223
-73% -$14.6M 0.01% 1655
2024
Q3
$21.2M Buy
156,994
+145,577
+1,275% +$19.5M 0.07% 569
2024
Q2
$1.55M Buy
11,417
+4,879
+75% +$664K 0.01% 2238
2024
Q1
$845K Buy
6,538
+6
+0.1% +$725 ﹤0.01% 2707
2023
Q4
$747K Sell
6,532
-103,975
-94% -$10.4M ﹤0.01% 2727
2023
Q3
$10.1M Sell
110,507
-349,386
-76% -$36M 0.05% 798
2023
Q2
$51.8M Buy
459,893
+28,182
+7% +$2.98M 0.29% 129
2023
Q1
$45.2M Buy
431,711
+403,313
+1,420% +$42.1M 0.32% 100
2022
Q4
$3.14M Buy
+28,398
New +$2.98M 0.02% 1100
2022
Q2
Sell
-43,438
Closed -$3.7M 3528
2022
Q1
$3.7M Buy
43,438
+24,364
+128% +$2.33M 0.03% 842
2021
Q4
$2.29M Buy
19,074
+5,671
+42% +$704K 0.01% 1177
2021
Q3
$1.66M Sell
13,403
-4,836
-27% -$622K 0.01% 1298
2021
Q2
$2.19M Sell
18,239
-17,614
-49% -$2.01M 0.02% 1137
2021
Q1
$3.77M Buy
35,853
+31,139
+661% +$3.16M 0.03% 757
2020
Q4
$480K Buy
+4,714
New +$443K ﹤0.01% 1843
2020
Q3
Sell
-69,565
Closed -$4.52M 2902
2020
Q2
$4.52M Sell
69,565
-21,523
-24% -$1.42M 0.07% 365
2020
Q1
$5.93M Buy
91,088
+37,632
+70% +$2.97M 0.16% 157
2019
Q4
$4.21M Buy
+53,456
New +$4.16M 0.03% 561
2018
Q3
Sell
-92,073
Closed -$6.2M 2260
2018
Q2
$6.2M Buy
+92,073
New +$6.69M 0.08% 351
2018
Q1
Sell
-25,961
Closed -$1.77M 2211
2017
Q4
$1.77M Buy
25,961
+4,974
+24% +$330K 0.03% 603
2017
Q3
$1.31M Buy
+20,987
New +$1.25M 0.03% 636
2017
Q2
Sell
-57,978
Closed -$2.91M 1852
2017
Q1
$2.91M Buy
57,978
+33,626
+138% +$1.64M 0.08% 292
2016
Q4
$1.21M Buy
+24,352
New +$1.23M 0.05% 436
2016
Q3
Sell
-11,582
Closed -$517K 1295
2016
Q2
$517K Buy
+11,582
New +$503K 0.03% 551
2016
Q1
Sell
-6,243
Closed -$228K 1483
2015
Q4
$228K Buy
+6,243
New +$226K 0.03% 923

Other funds holding XYL