Putnam Investments’s Jackson Financial JXN Stock Holding History

Putnam Investments’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
2023 Q4	$2.5M	Sell	48,866 -7,679	-14%	-$338K	﹤0.01%	706
2023 Q3	$2.16M	Sell	56,545 -491	-0.9%	-$17.2K	﹤0.01%	701
2023 Q2	$1.75M	Sell	57,036 -1,780	-3%	-$57.3K	﹤0.01%	763
2023 Q1	$2.2M	Sell	58,816 -2,862	-5%	-$118K	﹤0.01%	704
2022 Q4	$2.15M	Sell	61,678 -8,937	-13%	-$311K	﹤0.01%	705
2022 Q3	$1.96M	Buy	+70,615	New	+$2.09M	﹤0.01%	732

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

DSC

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

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

Putnam Investments's JXN Position: Q4 2023 in Review

Putnam Investments reduced its Jackson Financial (JXN) stake by 14% in Q4 2023, selling an estimated $338K and leaving 48,866 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Putnam Investments first reported a position in JXN in Q3 2022 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold JXN as of Q4 2023.

Putnam Investments held 48,866 shares of Jackson Financial worth $2.5M as of Q4 2023.
Putnam Investments sold 7,679 Jackson Financial shares in Q4 2023, an estimated $338K.
Jackson Financial made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #706 holding.
Putnam Investments first reported a position in Jackson Financial in Q3 2022 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.