HVP
JXN icon

Hudson Value Partners’s Jackson Financial JXN Stock Holding History

Hudson Value Partners’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
Q3 		– Sell
-114,790
Closed -$3.51M – 102
2023
Q2 		$3.51M Buy
114,790
+2,235
+2% +$72K 1.8% 17
2023
Q1 		$4.21M Sell
112,555
-6,938
-6% -$285K 2.4% 10
2022
Q4 		$4.16M Sell
119,493
-917
-0.8% -$31.9K 2.55% 9
2022
Q3 		$3.34M Sell
120,410
-5,400
-4% -$160K 2.25% 13
2022
Q2 		$3.37M Buy
125,810
+1,000
+0.8% +$36.5K 2.14% 16
2022
Q1 		$5.52M Buy
124,810
+3,240
+3% +$135K 2.84% 5
2021
Q4 		$5.08M Buy
+121,570
New +$3.98M 2.47% 9

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return