Mendota Financial Group’s Jackson Financial JXN Stock Holding History

Mendota Financial Group’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
2024 Q4	–	Sell	-2	Closed	-$183	–	786
2024 Q3	$183	Buy	+2	New	+$167	﹤0.01%	658

Other funds holding JXN

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Mendota Financial Group's JXN Position: Q4 2024 in Review

Mendota Financial Group sold out of Jackson Financial (JXN) in Q4 2024, closing a stake of 2 shares — an estimated $183 sold.

Mendota Financial Group first reported a position in JXN in Q3 2024 and held it in 1 quarter. The position peaked at $183 in Q3 2024. 439 funds tracked by Wall St. Rank hold JXN as of Q4 2024.

Mendota Financial Group reported no remaining Jackson Financial position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 2 Jackson Financial shares in Q4 2024, an estimated $183.
Mendota Financial Group first reported a position in Jackson Financial in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Jackson Financial position peaked at $183 in Q3 2024.
439 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.