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Convergence Investment Partners’s Jackson Financial JXN Stock Holding History

Convergence Investment Partners’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
Q4 		– Sell
-14,550
Closed -$1.33M – 271
2024
Q3 		$1.33M Buy
+14,550
New +$1.21M 0.36% 92
2023
Q2 		– Sell
-5,371
Closed -$201K – 182
2023
Q1 		$201K Buy
5,371
+554
+12% +$22.7K 0.12% 171
2022
Q4 		$168K Sell
4,817
-178
-4% -$6.18K 0.1% 174
2022
Q3 		$139K Buy
+4,995
New +$148K 0.09% 181

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
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Convergence Investment Partners's JXN Position: Q4 2024 in Review

Convergence Investment Partners sold out of Jackson Financial (JXN) in Q4 2024, closing a stake of 14,550 shares — an estimated $1.33M sold.

Convergence Investment Partners first reported a position in JXN in Q3 2022 and held it in 4 quarters. The position peaked at $1.33M in Q3 2024. 439 funds tracked by Wall St. Rank hold JXN as of Q4 2024.

  • Convergence Investment Partners reported no remaining Jackson Financial position as of Q4 2024 after selling out during the quarter.
  • Convergence Investment Partners sold 14,550 Jackson Financial shares in Q4 2024, an estimated $1.33M.
  • Convergence Investment Partners first reported a position in Jackson Financial in Q3 2022 and held it in 4 quarters.
  • Convergence Investment Partners's Jackson Financial position peaked at $1.33M in Q3 2024.
  • 439 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2024.

Based on Convergence Investment Partners's 13F filing for Q4 2024, filed 31 Jan 2025.