Yorktown Management & Research Company’s Xylem XYL Stock Holding History

Yorktown Management & Research Company’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
2022 Q3	–	Sell	-4,350	Closed	-$340K	–	230
2022 Q2	$340K	Hold	4,350	–	–	0.44%	102
2022 Q1	$371K	Hold	4,350	–	–	0.31%	131
2021 Q4	$522K	Hold	4,350	–	–	0.35%	114
2021 Q3	$538K	Hold	4,350	–	–	0.4%	85
2021 Q2	$522K	Hold	4,350	–	–	0.41%	80
2021 Q1	$458K	Hold	4,350	–	–	0.38%	89
2020 Q4	$443K	Hold	4,350	–	–	0.4%	106
2020 Q3	$366K	Hold	4,350	–	–	0.34%	133
2020 Q2	$283K	Sell	4,350 -3,850	-47%	-$254K	0.25%	210
2020 Q1	$534K	Buy	8,200 +3,100	+61%	+$244K	0.54%	50
2019 Q4	$402K	Buy	5,100 +1,700	+50%	+$132K	0.22%	146
2019 Q3	$271K	Buy	+3,400	New	+$267K	0.15%	198
2017 Q1	–	Sell	-4,800	Closed	-$238K	–	377
2016 Q4	$238K	Buy	+4,800	New	+$243K	0.06%	282

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Yorktown Management & Research Company's XYL Position: Q3 2022 in Review

Yorktown Management & Research Company sold out of Xylem (XYL) in Q3 2022, closing a stake of 4,350 shares — an estimated $340K sold.

Yorktown Management & Research Company first reported a position in XYL in Q4 2016 and held it in 13 quarters. The position peaked at $538K in Q3 2021. 741 funds tracked by Wall St. Rank hold XYL as of Q3 2022.

Yorktown Management & Research Company reported no remaining Xylem position as of Q3 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 4,350 Xylem shares in Q3 2022, an estimated $340K.
Yorktown Management & Research Company first reported a position in Xylem in Q4 2016 and held it in 13 quarters.
Yorktown Management & Research Company's Xylem position peaked at $538K in Q3 2021.
741 funds tracked by Wall St. Rank held Xylem as of Q3 2022.

Based on Yorktown Management & Research Company's 13F filing for Q3 2022, filed 4 Nov 2022.