HVP
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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 $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Hudson Value Partners's JXN Position: Q3 2023 in Review

Hudson Value Partners sold out of Jackson Financial (JXN) in Q3 2023, closing a stake of 114,790 shares — an estimated $3.51M sold.

Hudson Value Partners first reported a position in JXN in Q4 2021 and held it in 7 quarters. The position peaked at $5.52M in Q1 2022. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

  • Hudson Value Partners reported no remaining Jackson Financial position as of Q3 2023 after selling out during the quarter.
  • Hudson Value Partners sold 114,790 Jackson Financial shares in Q3 2023, an estimated $3.51M.
  • Hudson Value Partners first reported a position in Jackson Financial in Q4 2021 and held it in 7 quarters.
  • Hudson Value Partners's Jackson Financial position peaked at $5.52M in Q1 2022.
  • 297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on Hudson Value Partners's 13F filing for Q3 2023, filed 2 Nov 2023.