Holocene Advisors
JXN icon

Holocene Advisors’s Jackson Financial JXN Stock Holding History

Holocene Advisors’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
-14,827
Closed -$516K – 803
2022
Q4 		$516K Sell
14,827
-4,049
-21% -$141K ﹤0.01% 619
2022
Q3 		$524K Buy
+18,876
New +$558K ﹤0.01% 703

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Holocene Advisors's JXN Position: Q1 2023 in Review

Holocene Advisors sold out of Jackson Financial (JXN) in Q1 2023, closing a stake of 14,827 shares — an estimated $516K sold.

Holocene Advisors first reported a position in JXN in Q3 2022 and held it in 2 quarters. The position peaked at $524K in Q3 2022. 300 funds tracked by Wall St. Rank hold JXN as of Q1 2023.

  • Holocene Advisors reported no remaining Jackson Financial position as of Q1 2023 after selling out during the quarter.
  • Holocene Advisors sold 14,827 Jackson Financial shares in Q1 2023, an estimated $516K.
  • Holocene Advisors first reported a position in Jackson Financial in Q3 2022 and held it in 2 quarters.
  • Holocene Advisors's Jackson Financial position peaked at $524K in Q3 2022.
  • 300 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2023.

Based on Holocene Advisors's 13F filing for Q1 2023, filed 15 May 2023.