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Tortoise Index Solutions’s Xylem XYL Stock Holding History

Tortoise Index Solutions’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
Q1 		$3.99M Sell
30,866
-2,874
-9% -$347K 0.8% 28
2023
Q4 		$3.86M Sell
33,740
-1,289
-4% -$129K 0.72% 30
2023
Q3 		$3.19M Buy
35,029
+1,054
+3% +$109K 0.66% 30
2023
Q2 		$3.83M Buy
33,975
+3,825
+13% +$405K 0.78% 28
2023
Q1 		$3.16M Sell
30,150
-8,421
-22% -$879K 0.6% 31
2022
Q4 		$4.26M Sell
38,571
-2,819
-7% -$295K 0.75% 33
2022
Q3 		$3.62M Buy
41,390
+7,570
+22% +$688K 0.7% 31
2022
Q2 		$2.64M Sell
33,820
-700
-2% -$57.8K 0.5% 32
2022
Q1 		$2.94M Buy
34,520
+2,569
+8% +$246K 0.53% 32
2021
Q4 		$3.83M Buy
31,951
+3,770
+13% +$468K 0.84% 26
2021
Q3 		$3.48M Buy
28,181
+3,807
+16% +$490K 0.83% 27
2021
Q2 		$2.92M Buy
24,374
+4,813
+25% +$550K 0.61% 30
2021
Q1 		$2.06M Buy
19,561
+2,006
+11% +$203K 0.49% 31
2020
Q4 		$1.79M Buy
17,555
+2,663
+18% +$250K 0.5% 31
2020
Q3 		$1.25M Sell
14,892
-490
-3% -$38.1K 0.48% 28
2020
Q2 		$999K Sell
15,382
-396
-3% -$26.1K 0.35% 34
2020
Q1 		$1.03M Buy
15,778
+1,154
+8% +$90.9K 0.42% 29
2019
Q4 		$1.15M Buy
14,624
+7,320
+100% +$570K 0.25% 39
2019
Q3 		$582K Buy
7,304
+3,154
+76% +$248K 0.18% 44
2019
Q2 		$347K Sell
4,150
-106
-2% -$8.45K 0.1% 47
2019
Q1 		$336K Sell
4,256
-325
-7% -$23.7K 0.1% 48
2018
Q4 		$306K Buy
4,581
+554
+14% +$38.3K 0.12% 50
2018
Q3 		$322K Sell
4,027
-242
-6% -$18.1K 0.21% 42
2018
Q2 		$288K Buy
4,269
+63
+1% +$4.57K 0.21% 47
2018
Q1 		$13K Buy
4,206
+971
+30% +$71.8K 0.01% 106
2017
Q4 		$221K Buy
+3,235
New +$215K 0.2% 51

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tortoise Index Solutions's XYL Position: Q1 2024 in Review

Tortoise Index Solutions reduced its Xylem (XYL) stake by 8.5% in Q1 2024, selling an estimated $347K and leaving 30,866 shares worth $3.99M. The position accounts for 0.8% of the portfolio, ranked #28.

Tortoise Index Solutions first reported a position in XYL in Q4 2017 and has held it in 26 quarters since. The position peaked at $4.26M in Q4 2022. 989 funds tracked by Wall St. Rank hold XYL as of Q1 2024.

  • Tortoise Index Solutions held 30,866 shares of Xylem worth $3.99M as of Q1 2024.
  • Tortoise Index Solutions sold 2,874 Xylem shares in Q1 2024, an estimated $347K.
  • Xylem made up 0.8% of Tortoise Index Solutions's portfolio in Q1 2024, its #28 holding.
  • Tortoise Index Solutions first reported a position in Xylem in Q4 2017 and has held it in 26 quarters since.
  • Tortoise Index Solutions's Xylem position peaked at $4.26M in Q4 2022.
  • 989 funds tracked by Wall St. Rank held Xylem as of Q1 2024.

Based on Tortoise Index Solutions's 13F filing for Q1 2024, filed 10 May 2024.