Syntax Advisors’s Xylem XYL Stock Holding History

Syntax 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
2023 Q2	–	Sell	-1,930	Closed	-$202K	–	235
2023 Q1	$202K	Buy	+1,930	New	+$202K	0.15%	215
2022 Q1	–	Sell	-1,684	Closed	-$202K	–	241
2021 Q4	$202K	Buy	+1,684	New	+$209K	0.15%	216

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Syntax Advisors's XYL Position: Q2 2023 in Review

Syntax Advisors sold out of Xylem (XYL) in Q2 2023, closing a stake of 1,930 shares — an estimated $202K sold.

Syntax Advisors first reported a position in XYL in Q4 2021 and held it in 2 quarters. The position peaked at $202K in Q1 2023. 908 funds tracked by Wall St. Rank hold XYL as of Q2 2023.

Syntax Advisors reported no remaining Xylem position as of Q2 2023 after selling out during the quarter.
Syntax Advisors sold 1,930 Xylem shares in Q2 2023, an estimated $202K.
Syntax Advisors first reported a position in Xylem in Q4 2021 and held it in 2 quarters.
Syntax Advisors's Xylem position peaked at $202K in Q1 2023.
908 funds tracked by Wall St. Rank held Xylem as of Q2 2023.

Based on Syntax Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.