OLVIG
JXN icon

Oliver Lagore Vanvalin Investment Group’s Jackson Financial JXN Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q3 		– Sell
-25
Closed -$1.86K – 724
2024
Q2 		$1.86K Buy
+25
New +$1.79K ﹤0.01% 604

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JXN Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Jackson Financial (JXN) in Q3 2024, closing a stake of 25 shares — an estimated $1.86K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in JXN in Q2 2024 and held it in 1 quarter. The position peaked at $1.86K in Q2 2024. 410 funds tracked by Wall St. Rank hold JXN as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Jackson Financial position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 25 Jackson Financial shares in Q3 2024, an estimated $1.86K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Jackson Financial in Q2 2024 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Jackson Financial position peaked at $1.86K in Q2 2024.
  • 410 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.