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Brandywine Global Investment Management’s Jackson Financial JXN Stock Holding History

Brandywine Global Investment Management’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
Q3 		– Sell
-233,236
Closed -$17.3M – 699
2024
Q2 		$17.3M Buy
233,236
+9,516
+4% +$680K 0.13% 174
2024
Q1 		$14.8M Sell
223,720
-1,678
-0.7% -$91.1K 0.11% 192
2023
Q4 		$11.5M Sell
225,398
-23,552
-9% -$1.04M 0.09% 224
2023
Q3 		$9.51M Buy
248,950
+31,305
+14% +$1.09M 0.08% 243
2023
Q2 		$6.66M Buy
217,645
+1,472
+0.7% +$47.4K 0.06% 321
2023
Q1 		$8.09M Buy
216,173
+101,192
+88% +$4.15M 0.07% 282
2022
Q4 		$4M Buy
+114,981
New +$3.99M 0.03% 433

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Brandywine Global Investment Management's JXN Position: Q3 2024 in Review

Brandywine Global Investment Management sold out of Jackson Financial (JXN) in Q3 2024, closing a stake of 233,236 shares — an estimated $17.3M sold.

Brandywine Global Investment Management first reported a position in JXN in Q4 2022 and held it in 7 quarters. The position peaked at $17.3M in Q2 2024. 410 funds tracked by Wall St. Rank hold JXN as of Q3 2024.

  • Brandywine Global Investment Management reported no remaining Jackson Financial position as of Q3 2024 after selling out during the quarter.
  • Brandywine Global Investment Management sold 233,236 Jackson Financial shares in Q3 2024, an estimated $17.3M.
  • Brandywine Global Investment Management first reported a position in Jackson Financial in Q4 2022 and held it in 7 quarters.
  • Brandywine Global Investment Management's Jackson Financial position peaked at $17.3M in Q2 2024.
  • 410 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2024.

Based on Brandywine Global Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.