A detailed history of Ep Wealth Advisors, LLC transactions in Xylem Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 160,589 shares of XYL stock, worth $20.4 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
160,589
Previous 144,288 11.3%
Holding current value
$20.4 Million
Previous $19.6 Million 10.81%
% of portfolio
0.19%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$126.14 - $141.53 $2.06 Million - $2.31 Million
16,301 Added 11.3%
160,589 $21.7 Million
Q2 2024

Aug 19, 2024

BUY
$126.22 - $145.95 $18.2 Million - $21.1 Million
144,288 New
144,288 $19.6 Million
Q1 2020

May 18, 2020

SELL
$56.64 - $89.13 $155,760 - $245,107
-2,750 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$73.43 - $84.77 $87,161 - $100,621
-1,187 Reduced 30.15%
2,750 $217,000
Q3 2019

Nov 18, 2019

BUY
$73.74 - $84.41 $34,952 - $40,010
474 Added 13.69%
3,937 $313,000
Q2 2019

Aug 27, 2019

BUY
$73.93 - $83.82 $256,019 - $290,268
3,463 New
3,463 $290,000

Others Institutions Holding XYL

About Xylem Inc.


  • Ticker XYL
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 180,182,000
  • Market Cap $22.9B
  • Description
  • Xylem Inc., together with its subsidiaries, engages in the design, manufacture, and servicing of engineered products and solutions for the water and wastewater applications in the United States, Europe, the Asia Pacific, and internationally. It operates through three segments: Water Infrastructure, Applied Water, and Measurement & Control So...
More about XYL
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