Ownership history in PUZO MICHAEL J Β· 47 quarters on record
This page tracks every 13F SEC filing in which PUZO MICHAEL J reported a position in XYLEM INC (XYL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PUZO MICHAEL J underperformed the S&P 500 by β6.9% annually on this XYL position. Timing score: 61% (27/44 decisions correct). Average cost basis: $65.10. Maximum drawdown during holding period: β36.2%.
β Significantly underperformed the S&P 500 by 6.9% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
27 of 44 add/trim decisions correct
Best entry: $28.85 (2015 Q3) Β· Worst: $135.72 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
30 adds Β· 15 trims. Bought during 11 of 17 down-price quarters. π More buys than sells across the holding period.
π PUZO MICHAEL J has been actively increasing its XYL allocation β a bullish signal from insiders.
Currently 2.38% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size