Quilter Plc’s Jackson Financial JXN Stock Holding History

Quilter Plc’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	–	Sell	-510	Closed	-$509K	–	185
2023 Q3	$509K	Buy	+510	New	+$17.8K	﹤0.01%	193

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

Quilter Plc's JXN Position: Q4 2023 in Review

Quilter Plc sold out of Jackson Financial (JXN) in Q4 2023, closing a stake of 510 shares — an estimated $509K sold.

Quilter Plc first reported a position in JXN in Q3 2023 and held it in 1 quarter. The position peaked at $509K in Q3 2023. 348 funds tracked by Wall St. Rank hold JXN as of Q4 2023.

Quilter Plc reported no remaining Jackson Financial position as of Q4 2023 after selling out during the quarter.
Quilter Plc sold 510 Jackson Financial shares in Q4 2023, an estimated $509K.
Quilter Plc first reported a position in Jackson Financial in Q3 2023 and held it in 1 quarter.
Quilter Plc's Jackson Financial position peaked at $509K in Q3 2023.
348 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2023.

Based on Quilter Plc's 13F filing for Q4 2023, filed 24 Jan 2024.