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Waddell & Reed Financial’s Xylem XYL Stock Holding History

Waddell & Reed Financial’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
Q1 		$4.08M Buy
38,838
+23,747
+157% +$2.41M 0.01% 440
2020
Q4 		$1.54M Buy
+15,091
New +$1.42M ﹤0.01% 462

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waddell & Reed Financial's XYL Position: Q1 2021 in Review

Waddell & Reed Financial increased its Xylem (XYL) stake by 157% in Q1 2021, buying an estimated $2.41M and bringing the position to 38,838 shares worth $4.08M. The position accounts for 0.01% of the portfolio, ranked #440.

Waddell & Reed Financial first reported a position in XYL in Q4 2020 and has held it in 2 quarters since. 749 funds tracked by Wall St. Rank hold XYL as of Q1 2021.

  • Waddell & Reed Financial held 38,838 shares of Xylem worth $4.08M as of Q1 2021.
  • Waddell & Reed Financial bought 23,747 Xylem shares in Q1 2021, an estimated $2.41M.
  • Xylem made up 0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #440 holding.
  • Waddell & Reed Financial first reported a position in Xylem in Q4 2020 and has held it in 2 quarters since.
  • 749 funds tracked by Wall St. Rank held Xylem as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.