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Disciplined Investments’s Jackson Financial JXN Stock Holding History

Disciplined Investments’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
-10
Closed -$306 – 846
2023
Q2 		$306 Buy
10
+2
+25% +$64 ﹤0.01% 1391
2023
Q1 		$299 Buy
8
+3
+60% +$123 ﹤0.01% 1398
2022
Q4 		$174 Buy
5
+2
+67% +$69 ﹤0.01% 1452
2022
Q3 		$0 Buy
+3
New +$89 ﹤0.01% 1410

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Disciplined Investments's JXN Position: Q3 2023 in Review

Disciplined Investments sold out of Jackson Financial (JXN) in Q3 2023, closing a stake of 10 shares — an estimated $306 sold.

Disciplined Investments first reported a position in JXN in Q3 2022 and held it in 4 quarters. The position peaked at $306 in Q2 2023. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

  • Disciplined Investments reported no remaining Jackson Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Jackson Financial shares in Q3 2023, an estimated $306.
  • Disciplined Investments first reported a position in Jackson Financial in Q3 2022 and held it in 4 quarters.
  • Disciplined Investments's Jackson Financial position peaked at $306 in Q2 2023.
  • 297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.