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Lakewood Capital Management’s Jackson Financial JXN Stock Holding History

Lakewood Capital Management’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
2022
Q2 		– Sell
-496,060
Closed -$21.9M – 49
2022
Q1 		$21.9M Sell
496,060
-568,940
-53% -$23.7M 1.11% 30
2021
Q4 		$44.5M Buy
1,065,000
+130,000
+14% +$4.26M 1.89% 21
2021
Q3 		$24.3M Buy
+935,000
New +$25.4M 1.07% 30

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lakewood Capital Management's JXN Position: Q2 2022 in Review

Lakewood Capital Management sold out of Jackson Financial (JXN) in Q2 2022, closing a stake of 496,060 shares — an estimated $21.9M sold.

Lakewood Capital Management first reported a position in JXN in Q3 2021 and held it in 3 quarters. The position peaked at $44.5M in Q4 2021. 227 funds tracked by Wall St. Rank hold JXN as of Q2 2022.

  • Lakewood Capital Management reported no remaining Jackson Financial position as of Q2 2022 after selling out during the quarter.
  • Lakewood Capital Management sold 496,060 Jackson Financial shares in Q2 2022, an estimated $21.9M.
  • Lakewood Capital Management first reported a position in Jackson Financial in Q3 2021 and held it in 3 quarters.
  • Lakewood Capital Management's Jackson Financial position peaked at $44.5M in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2022.

Based on Lakewood Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.