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LGT Capital Partners’s Jackson Financial JXN Stock Holding History

LGT Capital 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
2022
Q3 		– Sell
-717,679
Closed -$19.2M – 67
2022
Q2 		$19.2M Buy
717,679
+14,780
+2% +$539K 0.58% 38
2022
Q1 		$31.1M Sell
702,899
-1,404,601
-67% -$58.5M 0.88% 32
2021
Q4 		$88.2M Buy
2,107,500
+506,792
+32% +$16.6M 2.34% 19
2021
Q3 		$41.6M Buy
+1,600,708
New +$43.5M 1.25% 28

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 $8.94B AUM 120.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

LGT Capital Partners's JXN Position: Q3 2022 in Review

LGT Capital Partners sold out of Jackson Financial (JXN) in Q3 2022, closing a stake of 717,679 shares — an estimated $19.2M sold.

LGT Capital Partners first reported a position in JXN in Q3 2021 and held it in 4 quarters. The position peaked at $88.2M in Q4 2021. 247 funds tracked by Wall St. Rank hold JXN as of Q3 2022.

  • LGT Capital Partners reported no remaining Jackson Financial position as of Q3 2022 after selling out during the quarter.
  • LGT Capital Partners sold 717,679 Jackson Financial shares in Q3 2022, an estimated $19.2M.
  • LGT Capital Partners first reported a position in Jackson Financial in Q3 2021 and held it in 4 quarters.
  • LGT Capital Partners's Jackson Financial position peaked at $88.2M in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2022.

Based on LGT Capital Partners's 13F filing for Q3 2022, filed 13 Oct 2022.