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Steward Financial Group’s Xylem XYL Stock Holding History

Steward Financial Group’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
2023
Q3 		$5K Buy
+65
New +$6.7K ﹤0.01% 666
2023
Q2 		– Sell
-54
Closed -$5K – 1023
2023
Q1 		$5K Buy
54
+31
+135% +$3.24K ﹤0.01% 330
2022
Q4 		$2K Buy
+23
New +$2.41K ﹤0.01% 354
2022
Q3 		– Sell
-8
Closed – – 1362
2022
Q2 		$0 Buy
+8
New +$661 ﹤0.01% 1428

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 $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Financial Group's XYL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Xylem (XYL) in Q3 2023: 65 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in XYL as recently as Q1 2023.

Steward Financial Group first reported a position in XYL in Q2 2022 and has held it in 4 quarters since. 872 funds tracked by Wall St. Rank hold XYL as of Q3 2023.

  • Steward Financial Group held 65 shares of Xylem worth $5K as of Q3 2023.
  • Xylem was a new Steward Financial Group position in Q3 2023.
  • Xylem made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #666 holding.
  • Steward Financial Group first reported a position in Xylem in Q2 2022 and has held it in 4 quarters since.
  • 872 funds tracked by Wall St. Rank held Xylem as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.