Unigestion Holding’s Xylem XYL Stock Holding History

Unigestion Holding’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	–	Sell	-2,341	Closed	-$213K	–	210
2023 Q3	$213K	Sell	2,341 -1,702	-42%	-$176K	0.01%	185
2023 Q2	$450K	Sell	4,043 -3,949	-49%	-$418K	0.03%	186
2023 Q1	$818K	Buy	7,992 +1,477	+23%	+$154K	0.04%	156
2022 Q4	$727K	Buy	+6,515	New	+$683K	0.04%	175
2018 Q3	–	Sell	-4,141	Closed	-$279K	–	353
2018 Q2	$279K	Buy	+4,141	New	+$301K	0.01%	310

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Unigestion Holding's XYL Position: Q4 2023 in Review

Unigestion Holding sold out of Xylem (XYL) in Q4 2023, closing a stake of 2,341 shares — an estimated $213K sold.

Unigestion Holding first reported a position in XYL in Q2 2018 and held it in 5 quarters. The position peaked at $818K in Q1 2023. 922 funds tracked by Wall St. Rank hold XYL as of Q4 2023.

Unigestion Holding reported no remaining Xylem position as of Q4 2023 after selling out during the quarter.
Unigestion Holding sold 2,341 Xylem shares in Q4 2023, an estimated $213K.
Unigestion Holding first reported a position in Xylem in Q2 2018 and held it in 5 quarters.
Unigestion Holding's Xylem position peaked at $818K in Q1 2023.
922 funds tracked by Wall St. Rank held Xylem as of Q4 2023.

Based on Unigestion Holding's 13F filing for Q4 2023, filed 14 Feb 2024.