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Diversified Trust’s Jackson Financial JXN Stock Holding History

Diversified 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
Q1 		– Sell
-7,100
Closed -$364K – 884
2023
Q4 		$364K Sell
7,100
-19
-0.3% -$836 0.01% 596
2023
Q3 		$272K Buy
+7,119
New +$249K 0.01% 658
2023
Q2 		– Sell
-6,701
Closed -$251K – 869
2023
Q1 		$251K Buy
+6,701
New +$275K 0.01% 695
2022
Q2 		– Sell
-6,269
Closed -$277K – 811
2022
Q1 		$277K Buy
+6,269
New +$261K 0.01% 650

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diversified Trust's JXN Position: Q1 2024 in Review

Diversified Trust sold out of Jackson Financial (JXN) in Q1 2024, closing a stake of 7,100 shares — an estimated $364K sold.

Diversified Trust first reported a position in JXN in Q1 2022 and held it in 4 quarters. The position peaked at $364K in Q4 2023. 369 funds tracked by Wall St. Rank hold JXN as of Q1 2024.

  • Diversified Trust reported no remaining Jackson Financial position as of Q1 2024 after selling out during the quarter.
  • Diversified Trust sold 7,100 Jackson Financial shares in Q1 2024, an estimated $364K.
  • Diversified Trust first reported a position in Jackson Financial in Q1 2022 and held it in 4 quarters.
  • Diversified Trust's Jackson Financial position peaked at $364K in Q4 2023.
  • 369 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2024.

Based on Diversified Trust's 13F filing for Q1 2024, filed 18 Apr 2024.