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Apollo Management Holdings’s Jackson Financial JXN Stock Holding History

Apollo Management Holdings’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
Q1 		– Sell
-1,568,232
Closed -$54.6M – 176
2022
Q4 		$54.6M Sell
1,568,232
-5,992,570
-79% -$208M 0.38% 18
2022
Q3 		$210M Hold
7,560,802
– – 1.61% 6
2022
Q2 		$202M Hold
7,560,802
– – 1.43% 8
2022
Q1 		$334M Sell
7,560,802
-2,935,220
-28% -$122M 1.58% 9
2021
Q4 		$439M Buy
+10,496,022
New +$344M 1.91% 8

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Apollo Management Holdings's JXN Position: Q1 2023 in Review

Apollo Management Holdings sold out of Jackson Financial (JXN) in Q1 2023, closing a stake of 1,568,232 shares — an estimated $54.6M sold.

Apollo Management Holdings first reported a position in JXN in Q4 2021 and held it in 5 quarters. The position peaked at $439M in Q4 2021. 300 funds tracked by Wall St. Rank hold JXN as of Q1 2023.

  • Apollo Management Holdings reported no remaining Jackson Financial position as of Q1 2023 after selling out during the quarter.
  • Apollo Management Holdings sold 1,568,232 Jackson Financial shares in Q1 2023, an estimated $54.6M.
  • Apollo Management Holdings first reported a position in Jackson Financial in Q4 2021 and held it in 5 quarters.
  • Apollo Management Holdings's Jackson Financial position peaked at $439M in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2023.

Based on Apollo Management Holdings's 13F filing for Q1 2023, filed 16 May 2023.