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Parametric Portfolio Associates’s Jackson Financial JXN Stock Holding History

Parametric Portfolio Associates’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
Q1 		$1.54M Sell
34,895
-10,078
-22% -$420K ﹤0.01% 2561
2021
Q4 		$1.88M Sell
44,973
-68,086
-60% -$2.23M ﹤0.01% 2471
2021
Q3 		$2.94M Buy
+113,059
New +$3.08M ﹤0.01% 2177

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Parametric Portfolio Associates's JXN Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Jackson Financial (JXN) stake by 22% in Q1 2022, selling an estimated $420K and leaving 34,895 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Parametric Portfolio Associates first reported a position in JXN in Q3 2021 and has held it in 3 quarters since. The position peaked at $2.94M in Q3 2021. 215 funds tracked by Wall St. Rank hold JXN as of Q1 2022.

  • Parametric Portfolio Associates held 34,895 shares of Jackson Financial worth $1.54M as of Q1 2022.
  • Parametric Portfolio Associates sold 10,078 Jackson Financial shares in Q1 2022, an estimated $420K.
  • Jackson Financial made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2561 holding.
  • Parametric Portfolio Associates first reported a position in Jackson Financial in Q3 2021 and has held it in 3 quarters since.
  • Parametric Portfolio Associates's Jackson Financial position peaked at $2.94M in Q3 2021.
  • 215 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.