Symmetry Partners’s Xylem XYL Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-3,950	Closed	-$536K	–	513
2024 Q2	$536K	Hold	3,950	–	–	0.03%	268
2024 Q1	$510K	Hold	3,950	–	–	0.04%	302
2023 Q4	$452K	Hold	3,950	–	–	0.02%	308
2023 Q3	$360K	Sell	3,950 -4,028	-50%	-$415K	0.02%	390
2023 Q2	$898K	Buy	7,978 +4,028	+102%	+$426K	0.05%	203
2023 Q1	$414K	Hold	3,950	–	–	0.02%	379
2022 Q4	$437K	Hold	3,950	–	–	0.03%	366
2022 Q3	$345K	Hold	3,950	–	–	0.02%	402
2022 Q2	$309K	Sell	3,950 -922	-19%	-$76.1K	0.02%	458
2022 Q1	$415K	Hold	4,872	–	–	0.03%	419
2021 Q4	$584K	Hold	4,872	–	–	0.04%	344
2021 Q3	$597K	Hold	4,872	–	–	0.04%	346
2021 Q2	$584K	Hold	4,872	–	–	0.04%	365
2021 Q1	$512K	Sell	4,872 -1,348	-22%	-$137K	0.04%	386
2020 Q4	$633K	Hold	6,220	–	–	0.05%	303
2020 Q3	$523K	Buy	+6,220	New	+$484K	0.04%	306
2019 Q3	–	Sell	-2,457	Closed	-$206K	–	388
2019 Q2	$206K	Hold	2,457	–	–	0.04%	313
2019 Q1	$194K	Hold	2,457	–	–	0.03%	312
2018 Q4	$164K	Buy	+2,457	New	+$170K	0.04%	272

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return