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Stevens First Principles Investment Advisors’s Xylem XYL Stock Holding History

Stevens First Principles Investment 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
2019
Q2 		$1.36M Hold
16,255
– – 0.79% 36
2019
Q1 		$1.28M Sell
16,255
-205
-1% -$15K 0.77% 36
2018
Q4 		$1.1M Hold
16,460
– – 0.74% 38
2018
Q3 		$1.31M Buy
16,460
+55
+0.3% +$4.11K 0.76% 36
2018
Q2 		$1.1M Sell
16,405
-130
-0.8% -$9.44K 0.67% 40
2018
Q1 		$1.27M Hold
16,535
– – 0.78% 36
2017
Q4 		$1.13M Hold
16,535
– – 0.61% 44
2017
Q3 		$1.04M Buy
16,535
+1,150
+7% +$68.7K 0.56% 44
2017
Q2 		$843K Hold
15,385
– – 0.5% 51
2017
Q1 		$773K Hold
15,385
– – 0.49% 51
2016
Q4 		$762K Sell
15,385
-1,215
-7% -$61.6K 0.53% 45
2016
Q3 		$871K Sell
16,600
-80
-0.5% -$3.92K 0.63% 41
2016
Q2 		$745K Sell
16,680
-1,455
-8% -$63.2K 0.56% 43
2016
Q1 		$701K Buy
18,135
+1,095
+6% +$40.3K 0.57% 40
2015
Q4 		$622K Hold
17,040
– – 0.53% 42
2015
Q3 		$560K Hold
17,040
– – 0.45% 49
2015
Q2 		$632K Sell
17,040
-35
-0.2% -$1.27K 0.41% 59
2015
Q1 		$598K Hold
17,075
– – 0.39% 56
2014
Q4 		$658K Hold
17,075
– – 0.43% 58
2014
Q3 		$606K Hold
17,075
– – 0.34% 66
2014
Q2 		$667K Sell
17,075
-260
-1% -$9.71K 0.37% 62
2014
Q1 		$631K Sell
17,335
-975
-5% -$35.6K 0.41% 58
2013
Q4 		$634K Buy
18,310
+1,215
+7% +$39.1K 0.38% 59
2013
Q3 		$477K Buy
17,095
+8,765
+105% +$234K 0.28% 62
2013
Q2 		$224K Buy
+8,330
New +$230K 0.16% 71

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Impax Asset Management Group
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stevens First Principles Investment Advisors's XYL Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its Xylem (XYL) position steady in Q2 2019 at 16,255 shares worth $1.36M. The position accounts for 0.79% of the portfolio, ranked #36.

Stevens First Principles Investment Advisors first reported a position in XYL in Q2 2013 and has held it in 25 quarters since. 690 funds tracked by Wall St. Rank hold XYL as of Q2 2019.

  • Stevens First Principles Investment Advisors held 16,255 shares of Xylem worth $1.36M as of Q2 2019.
  • Stevens First Principles Investment Advisors left its Xylem share count unchanged in Q2 2019.
  • Xylem made up 0.79% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #36 holding.
  • Stevens First Principles Investment Advisors first reported a position in Xylem in Q2 2013 and has held it in 25 quarters since.
  • 690 funds tracked by Wall St. Rank held Xylem as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.