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Telemus Capital’s Xylem XYL Stock Holding History

Telemus Capital’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
Q4 		$1.58M Sell
13,794
-2,490
-15% -$249K 0.13% 124
2023
Q3 		$1.48M Sell
16,284
-2,198
-12% -$227K 0.14% 124
2023
Q2 		$2.08M Buy
18,482
+52
+0.3% +$5.5K 0.18% 112
2023
Q1 		$1.93M Sell
18,430
-143
-0.8% -$14.9K 0.17% 121
2022
Q4 		$2.07M Sell
18,573
-396
-2% -$41.5K 0.19% 112
2022
Q3 		$1.66M Buy
18,969
+2,000
+12% +$182K 0.17% 117
2022
Q2 		$1.33M Sell
16,969
-1,855
-10% -$153K 0.13% 145
2022
Q1 		$1.6M Buy
18,824
+7,963
+73% +$763K 0.14% 137
2021
Q4 		$1.3M Buy
10,861
+677
+7% +$84K 0.11% 156
2021
Q3 		$1.26M Buy
10,184
+1,151
+13% +$148K 0.11% 152
2021
Q2 		$1.08M Buy
9,033
+912
+11% +$104K 0.08% 168
2021
Q1 		$864K Buy
8,121
+1,036
+15% +$105K 0.06% 212
2020
Q4 		$721K Buy
7,085
+431
+6% +$40.5K 0.05% 219
2020
Q3 		$609K Sell
6,654
-333
-5% -$25.9K 0.04% 275
2020
Q2 		$465K Buy
6,987
+686
+11% +$45.3K 0.04% 284
2020
Q1 		$418K Buy
+6,301
New +$497K 0.03% 272
2018
Q1 		– Sell
-150
Closed -$10K – 572
2017
Q4 		$10K Buy
+150
New +$9.96K ﹤0.01% 517

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Telemus Capital's XYL Position: Q4 2023 in Review

Telemus Capital reduced its Xylem (XYL) stake by 15% in Q4 2023, selling an estimated $249K and leaving 13,794 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #124.

Telemus Capital first reported a position in XYL in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.08M in Q2 2023. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

  • Telemus Capital held 13,794 shares of Xylem worth $1.58M as of Q4 2023.
  • Telemus Capital sold 2,490 Xylem shares in Q4 2023, an estimated $249K.
  • Xylem made up 0.13% of Telemus Capital's portfolio in Q4 2023, its #124 holding.
  • Telemus Capital first reported a position in Xylem in Q4 2017 and has held it in 17 quarters since.
  • Telemus Capital's Xylem position peaked at $2.08M in Q2 2023.
  • 922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.