Jackson Square Capital’s Regions Financial RF Stock Holding History

Jackson Square Capital’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-32,984	Closed	-$711K	–	124
2022 Q4	$711K	Buy	32,984 +2,612	+9%	+$56.6K	0.33%	70
2022 Q3	$610K	Buy	30,372 +16,467	+118%	+$348K	0.3%	67
2022 Q2	$261K	Sell	13,905 -15,491	-53%	-$320K	0.11%	117
2022 Q1	$654K	Buy	29,396 +2,300	+8%	+$54.1K	0.2%	94
2021 Q4	$591K	Sell	27,096 -525	-2%	-$12K	0.17%	111
2021 Q3	$589K	Sell	27,621 -226	-0.8%	-$4.5K	0.19%	101
2021 Q2	$562K	Buy	27,847 +2,866	+11%	+$62K	0.18%	99
2021 Q1	$516K	Buy	+24,981	New	+$488K	0.2%	100

Other funds holding RF

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Jackson Square Capital's RF Position: Q1 2023 in Review

Jackson Square Capital sold out of Regions Financial (RF) in Q1 2023, closing a stake of 32,984 shares — an estimated $711K sold.

Jackson Square Capital first reported a position in RF in Q1 2021 and held it in 8 quarters. The position peaked at $711K in Q4 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

Jackson Square Capital reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
Jackson Square Capital sold 32,984 Regions Financial shares in Q1 2023, an estimated $711K.
Jackson Square Capital first reported a position in Regions Financial in Q1 2021 and held it in 8 quarters.
Jackson Square Capital's Regions Financial position peaked at $711K in Q4 2022.
824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Jackson Square Capital's 13F filing for Q1 2023, filed 21 Apr 2023.