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Advisor Partners II’s Jackson Financial JXN Stock Holding History

Advisor Partners II’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$906K Buy
23,712
+13,729
+138% +$480K 0.04% 511
2023
Q2 		$306K Buy
+9,983
New +$322K 0.01% 785

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Advisor Partners II's JXN Position: Q3 2023 in Review

Advisor Partners II increased its Jackson Financial (JXN) stake by 138% in Q3 2023, buying an estimated $480K and bringing the position to 23,712 shares worth $906K. The position accounts for 0.04% of the portfolio, ranked #511.

Advisor Partners II first reported a position in JXN in Q2 2023 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

  • Advisor Partners II held 23,712 shares of Jackson Financial worth $906K as of Q3 2023.
  • Advisor Partners II bought 13,729 Jackson Financial shares in Q3 2023, an estimated $480K.
  • Jackson Financial made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #511 holding.
  • Advisor Partners II first reported a position in Jackson Financial in Q2 2023 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.