Ergoteles’s Jackson Financial JXN Stock Holding History

Ergoteles’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 Q1	–	Sell	-7,591	Closed	-$264K	–	1503
2022 Q4	$264K	Sell	7,591 -48,909	-87%	-$1.7M	0.01%	961
2022 Q3	$1.57M	Buy	+56,500	New	+$1.67M	0.06%	343

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

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

Ergoteles's JXN Position: Q1 2023 in Review

Ergoteles sold out of Jackson Financial (JXN) in Q1 2023, closing a stake of 7,591 shares — an estimated $264K sold.

Ergoteles first reported a position in JXN in Q3 2022 and held it in 2 quarters. The position peaked at $1.57M in Q3 2022. 300 funds tracked by Wall St. Rank hold JXN as of Q1 2023.

Ergoteles reported no remaining Jackson Financial position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 7,591 Jackson Financial shares in Q1 2023, an estimated $264K.
Ergoteles first reported a position in Jackson Financial in Q3 2022 and held it in 2 quarters.
Ergoteles's Jackson Financial position peaked at $1.57M in Q3 2022.
300 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.