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Simplicity Solutions’s Jackson Financial JXN Stock Holding History

Simplicity Solutions’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
Q3 		– Sell
-8,665
Closed -$265K – 1048
2023
Q2 		$265K Buy
8,665
+1,450
+20% +$46.7K 0.01% 875
2023
Q1 		$270K Buy
7,215
+355
+5% +$14.6K 0.01% 895
2022
Q4 		$239K Sell
6,860
-1,046
-13% -$36.3K 0.03% 563
2022
Q3 		$219K Buy
+7,906
New +$234K 0.03% 568

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Simplicity Solutions's JXN Position: Q3 2023 in Review

Simplicity Solutions sold out of Jackson Financial (JXN) in Q3 2023, closing a stake of 8,665 shares — an estimated $265K sold.

Simplicity Solutions first reported a position in JXN in Q3 2022 and held it in 4 quarters. The position peaked at $270K in Q1 2023. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

  • Simplicity Solutions reported no remaining Jackson Financial position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 8,665 Jackson Financial shares in Q3 2023, an estimated $265K.
  • Simplicity Solutions first reported a position in Jackson Financial in Q3 2022 and held it in 4 quarters.
  • Simplicity Solutions's Jackson Financial position peaked at $270K in Q1 2023.
  • 297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.