Waratah Capital Advisors’s Xylem XYL Stock Holding History

Waratah Capital Advisors’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	-150,000	Closed	-$13.7M	–	213
2023 Q3	$13.7M	Buy	+150,000	New	+$15.5M	0.2%	62

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

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Waratah Capital Advisors's XYL Position: Q2 2024 in Review

Waratah Capital Advisors sold out of Xylem (XYL) in Q2 2024, closing a stake of 195,296 shares — an estimated $25.2M sold.

Waratah Capital Advisors first reported a position in XYL in Q4 2015 and held it in 16 quarters. The position peaked at $36.5M in Q4 2023. 1,033 funds tracked by Wall St. Rank hold XYL as of Q2 2024.

Waratah Capital Advisors reported no remaining Xylem position as of Q2 2024 after selling out during the quarter.
Waratah Capital Advisors sold 195,296 Xylem shares in Q2 2024, an estimated $25.2M.
Waratah Capital Advisors first reported a position in Xylem in Q4 2015 and held it in 16 quarters.
Waratah Capital Advisors's Xylem position peaked at $36.5M in Q4 2023.
1,033 funds tracked by Wall St. Rank held Xylem as of Q2 2024.

Based on Waratah Capital Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.