Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1M Buy
+8,397
New +$1.1M 0.12% 210
2025
Q4
Sell
-1,743
Closed -$257K 2098
2025
Q3
$257K Sell
1,743
-3,069
-64% -$426K 0.04% 666
2025
Q2
$622K Buy
+4,812
New +$583K 0.08% 343
2025
Q1
Sell
-3,008
Closed -$349K 2351
2024
Q4
$349K Buy
+3,008
New +$380K 0.06% 556
2024
Q3
Sell
-7,955
Closed -$1.08M 3924
2024
Q2
$1.08M Buy
7,955
+4,474
+129% +$609K 0.05% 1034
2024
Q1
$450K Buy
+3,481
New +$421K 0.02% 1656
2020
Q3
Sell
-5,878
Closed -$382K 1949
2020
Q2
$382K Buy
+5,878
New +$388K 0.05% 752
2019
Q3
Sell
-4,743
Closed -$373K 2789
2019
Q2
$397K Buy
+4,743
New +$378K 0.06% 1269
2018
Q4
Sell
-3,984
Closed -$318K 3090
2018
Q3
$318K Buy
+3,984
New +$297K 0.04% 1721

Other funds holding XYL