Dodge & Cox
JXN icon

Dodge & Cox’s Jackson Financial JXN Stock Holding History

Dodge & Cox’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
-3,071,598
Closed -$157M – 200
2023
Q4 		$157M Sell
3,071,598
-1,102,708
-26% -$48.5M 0.1% 92
2023
Q3 		$160M Sell
4,174,306
-2,400
-0.1% -$83.9K 0.11% 92
2023
Q2 		$128M Sell
4,176,706
-9,700
-0.2% -$312K 0.09% 89
2023
Q1 		$157M Buy
4,186,406
+104,900
+3% +$4.31M 0.11% 88
2022
Q4 		$142M Sell
4,081,506
-86,100
-2% -$2.99M 0.1% 90
2022
Q3 		$116M Buy
4,167,606
+13,600
+0.3% +$402K 0.09% 92
2022
Q2 		$111M Buy
4,154,006
+876,585
+27% +$32M 0.08% 92
2022
Q1 		$145M Sell
3,277,421
-542,073
-14% -$22.6M 0.09% 89
2021
Q4 		$160M Buy
3,819,494
+40,700
+1% +$1.33M 0.1% 86
2021
Q3 		$98.2M Buy
+3,778,794
New +$103M 0.06% 85

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $168B 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 $761B AUM 31.28% 1-Year Est. Return