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Jefferies Group’s XYL Holdings & Trades

First Buy
Q1 2023
Duration Held
9 Quarters
Largest Add
Q1 2026
+47,150 Shares
Current Position
47,150 Shares
$5.63 M Value

Jefferies Group's XYL Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 47,150 shares of Xylem Inc. (XYL) worth $5.63 M, representing 0.04% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 9 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in XYL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 47,150 shares. Largest reduction occurred in Q3 2023, reducing 23,456 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Xylem (XYL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Xylem (XYL) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +47,150 New Buy 47,150 $119.50
Q2 2025 -6,637 Sold Out 0 $0.00
Q1 2025 -1,996 Reduce 23.12% 6,637 $119.46
Q4 2024 -16,907 Reduce 66.20% 8,633 $116.02
Q3 2024 -12,296 Reduce 32.50% 25,540 $135.03
Q2 2024 +37,836 New Buy 37,836 $135.63
Q3 2023 -23,456 Sold Out 0 $0.00
Q2 2023 +1,950 Add 9.07% 23,456 $112.62
Q1 2023 +21,506 New Buy 21,506 $104.70

Jefferies Group's Xylem Investment FAQs

Jefferies Group first purchased Xylem Inc. (XYL) in Q1 2023, acquiring 21,506 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Xylem Inc. (XYL) for 9 quarters since Q1 2023.

Jefferies Group's largest addition to Xylem Inc. (XYL) was in Q1 2026, adding 47,150 shares worth $5.63 M.

According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 47,150 shares of Xylem Inc. (XYL), valued at approximately $5.63 M.

As of the Q1 2026 filing, Xylem Inc. (XYL) represents approximately 0.04% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Xylem Inc. (XYL) was 47,150 shares, as reported at the end of Q1 2026.