Sterling Investment Advisors (Pennsylvania)’s Xylem XYL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-134	Closed	-$10K	–	541
2022 Q2	$10K	Sell	134 -65	-33%	-$5.37K	﹤0.01%	405
2022 Q1	$17K	Hold	199	–	–	﹤0.01%	382
2021 Q4	$24K	Hold	199	–	–	0.01%	349
2021 Q3	$25K	Hold	199	–	–	0.01%	336
2021 Q2	$24K	Hold	199	–	–	0.01%	335
2021 Q1	$21K	Buy	199 +65	+49%	+$6.59K	0.01%	335
2020 Q4	$14K	Hold	134	–	–	﹤0.01%	340
2020 Q3	$11K	Hold	134	–	–	﹤0.01%	344
2020 Q2	$8K	Buy	+134	New	+$8.84K	﹤0.01%	363
2017 Q3	–	Sell	-400	Closed	-$22K	–	377
2017 Q2	$22K	Hold	400	–	–	0.01%	248
2017 Q1	$20K	Hold	400	–	–	0.01%	249
2016 Q4	$20K	Buy	+400	New	+$20.3K	0.02%	220

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s XYL Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Xylem (XYL) in Q3 2022, closing a stake of 134 shares — an estimated $10K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in XYL in Q4 2016 and held it in 12 quarters. The position peaked at $25K in Q3 2021. 741 funds tracked by Wall St. Rank hold XYL as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Xylem position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 134 Xylem shares in Q3 2022, an estimated $10K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Xylem in Q4 2016 and held it in 12 quarters.
Sterling Investment Advisors (Pennsylvania)'s Xylem position peaked at $25K in Q3 2021.
741 funds tracked by Wall St. Rank held Xylem as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.