USCA RIA’s Xylem XYL Stock Holding History

USCA RIA’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
2021 Q2	$1.15M	Buy	9,602 +50	+0.5%	+$5.71K	0.07%	288
2021 Q1	$1M	Buy	9,552 +50	+0.5%	+$5.07K	0.07%	298
2020 Q4	$967K	Hold	9,502	–	–	0.07%	238
2020 Q3	$799K	Buy	9,502 +300	+3%	+$23.4K	0.06%	231
2020 Q2	$598K	Hold	9,202	–	–	0.05%	268
2020 Q1	$599K	Sell	9,202 -243	-3%	-$19.1K	0.07%	244
2019 Q4	$744K	Hold	9,445	–	–	0.07%	278
2019 Q3	$752K	Sell	9,445 -399	-4%	-$31.4K	0.07%	261
2019 Q2	$823K	Buy	9,844 +1,843	+23%	+$147K	0.08%	245
2019 Q1	$632K	Hold	8,001	–	–	0.07%	257
2018 Q4	$534K	Hold	8,001	–	–	0.07%	257
2018 Q3	$639K	Buy	8,001 +201	+3%	+$15K	0.07%	277
2018 Q2	$526K	Buy	7,800 +200	+3%	+$14.5K	0.06%	292
2018 Q1	$585K	Buy	7,600 +500	+7%	+$37K	0.06%	275
2017 Q4	$484K	Hold	7,100	–	–	0.05%	304
2017 Q3	$394K	Hold	7,100	–	–	0.05%	319
2017 Q2	$394K	Buy	7,100 +900	+15%	+$46.9K	0.05%	321
2017 Q1	$311K	Buy	+6,200	New	+$302K	0.05%	336

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

USCA RIA's XYL Position: Q2 2021 in Review

USCA RIA increased its Xylem (XYL) stake by 0.52% in Q2 2021, buying an estimated $5.71K and bringing the position to 9,602 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #288.

USCA RIA first reported a position in XYL in Q1 2017 and has held it in 18 quarters since. 771 funds tracked by Wall St. Rank hold XYL as of Q2 2021.

USCA RIA held 9,602 shares of Xylem worth $1.15M as of Q2 2021.
USCA RIA bought 50 Xylem shares in Q2 2021, an estimated $5.71K.
Xylem made up 0.07% of USCA RIA's portfolio in Q2 2021, its #288 holding.
USCA RIA first reported a position in Xylem in Q1 2017 and has held it in 18 quarters since.
771 funds tracked by Wall St. Rank held Xylem as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.