Edmond de Rothschild Holding’s Jackson Financial JXN Stock Holding History

Edmond de Rothschild Holding’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
2022 Q4	–	Sell	-28	Closed	-$1K	–	806
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	820
2022 Q2	$1K	Buy	+28	New	+$1.02K	﹤0.01%	800
2022 Q1	–	Sell	-225	Closed	-$9K	–	830
2021 Q4	$9K	Sell	225 -67	-23%	-$2.19K	﹤0.01%	795
2021 Q3	$7K	Buy	+292	New	+$7.94K	﹤0.01%	800

Other funds holding JXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Edmond de Rothschild Holding's JXN Position: Q4 2022 in Review

Edmond de Rothschild Holding sold out of Jackson Financial (JXN) in Q4 2022, closing a stake of 28 shares — an estimated $1K sold.

Edmond de Rothschild Holding first reported a position in JXN in Q3 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 292 funds tracked by Wall St. Rank hold JXN as of Q4 2022.

Edmond de Rothschild Holding reported no remaining Jackson Financial position as of Q4 2022 after selling out during the quarter.
Edmond de Rothschild Holding sold 28 Jackson Financial shares in Q4 2022, an estimated $1K.
Edmond de Rothschild Holding first reported a position in Jackson Financial in Q3 2021 and held it in 4 quarters.
Edmond de Rothschild Holding's Jackson Financial position peaked at $9K in Q4 2021.
292 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2022, filed 9 Feb 2023.