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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Symmetry Partners's XYL Position: Q3 2024 in Review

Symmetry Partners sold out of Xylem (XYL) in Q3 2024, closing a stake of 3,950 shares — an estimated $536K sold.

Symmetry Partners first reported a position in XYL in Q4 2018 and held it in 19 quarters. The position peaked at $898K in Q2 2023. 1,018 funds tracked by Wall St. Rank hold XYL as of Q3 2024.

Symmetry Partners reported no remaining Xylem position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 3,950 Xylem shares in Q3 2024, an estimated $536K.
Symmetry Partners first reported a position in Xylem in Q4 2018 and held it in 19 quarters.
Symmetry Partners's Xylem position peaked at $898K in Q2 2023.
1,018 funds tracked by Wall St. Rank held Xylem as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.