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Arden Trust’s Jackson Financial JXN Stock Holding History

Arden Trust’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
2024
Q2 		$1.6M Sell
21,599
-133
-0.6% -$9.5K 0.22% 70
2024
Q1 		$1.44M Buy
21,732
+411
+2% +$22.3K 0.2% 83
2023
Q4 		$1.09M Buy
21,321
+73
+0.3% +$3.21K 0.16% 94
2023
Q3 		$812K Buy
21,248
+12,438
+141% +$435K 0.14% 105
2023
Q2 		$270K Buy
+8,810
New +$284K 0.04% 204

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arden Trust's JXN Position: Q2 2024 in Review

Arden Trust reduced its Jackson Financial (JXN) stake by 0.61% in Q2 2024, selling an estimated $9.5K and leaving 21,599 shares worth $1.6M. The position accounts for 0.22% of the portfolio, ranked #70.

Arden Trust first reported a position in JXN in Q2 2023 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold JXN as of Q2 2024.

  • Arden Trust held 21,599 shares of Jackson Financial worth $1.6M as of Q2 2024.
  • Arden Trust sold 133 Jackson Financial shares in Q2 2024, an estimated $9.5K.
  • Jackson Financial made up 0.22% of Arden Trust's portfolio in Q2 2024, its #70 holding.
  • Arden Trust first reported a position in Jackson Financial in Q2 2023 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.