Bollard Group’s Jackson Financial JXN Stock Holding History

Bollard Group’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	–	Sell	-5	Closed	–	–	537
2023 Q2	$0	Buy	+5	New	+$161	﹤0.01%	674
2022 Q1	–	Sell	-54	Closed	-$2K	–	437
2021 Q4	$2K	Buy	54 +1	+2%	+$33	﹤0.01%	431
2021 Q3	$1K	Buy	+53	New	+$1.44K	﹤0.01%	423

Other funds holding JXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bollard Group's JXN Position: Q3 2023 in Review

Bollard Group sold out of Jackson Financial (JXN) in Q3 2023, closing a stake of 5 shares.

Bollard Group first reported a position in JXN in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

Bollard Group reported no remaining Jackson Financial position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 5 Jackson Financial shares in Q3 2023.
Bollard Group first reported a position in Jackson Financial in Q3 2021 and held it in 3 quarters.
Bollard Group's Jackson Financial position peaked at $2K in Q4 2021.
297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.