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Oracle Alpha’s Jackson Financial JXN Stock Holding History

Oracle Alpha’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
Q1 		$245K Sell
3,698
-5,471
-60% -$297K 0.44% 115
2023
Q4 		$469K Buy
+9,169
New +$403K 0.61% 35

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oracle Alpha's JXN Position: Q1 2024 in Review

Oracle Alpha reduced its Jackson Financial (JXN) stake by 60% in Q1 2024, selling an estimated $297K and leaving 3,698 shares worth $245K. The position accounts for 0.44% of the portfolio, ranked #115.

Oracle Alpha first reported a position in JXN in Q4 2023 and has held it in 2 quarters since. The position peaked at $469K in Q4 2023. 369 funds tracked by Wall St. Rank hold JXN as of Q1 2024.

  • Oracle Alpha held 3,698 shares of Jackson Financial worth $245K as of Q1 2024.
  • Oracle Alpha sold 5,471 Jackson Financial shares in Q1 2024, an estimated $297K.
  • Jackson Financial made up 0.44% of Oracle Alpha's portfolio in Q1 2024, its #115 holding.
  • Oracle Alpha first reported a position in Jackson Financial in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's Jackson Financial position peaked at $469K in Q4 2023.
  • 369 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.