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Soviero Asset Management’s Jackson Financial JXN Stock Holding History

Soviero Asset Management’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
Q1 		– Sell
-260,000
Closed -$9.05M – 48
2022
Q4 		$9.05M Sell
260,000
-70,000
-21% -$2.43M 5.37% 4
2022
Q3 		$8.83M Hold
330,000
– – 3.27% 15
2022
Q2 		$8.83M Buy
330,000
+50,000
+18% +$1.82M 3.27% 15
2022
Q1 		$12.4M Buy
+280,000
New +$11.7M 3.04% 13

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Soviero Asset Management's JXN Position: Q1 2023 in Review

Soviero Asset Management sold out of Jackson Financial (JXN) in Q1 2023, closing a stake of 260,000 shares — an estimated $9.05M sold.

Soviero Asset Management first reported a position in JXN in Q1 2022 and held it in 4 quarters. The position peaked at $12.4M in Q1 2022. 300 funds tracked by Wall St. Rank hold JXN as of Q1 2023.

  • Soviero Asset Management reported no remaining Jackson Financial position as of Q1 2023 after selling out during the quarter.
  • Soviero Asset Management sold 260,000 Jackson Financial shares in Q1 2023, an estimated $9.05M.
  • Soviero Asset Management first reported a position in Jackson Financial in Q1 2022 and held it in 4 quarters.
  • Soviero Asset Management's Jackson Financial position peaked at $12.4M in Q1 2022.
  • 300 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2023.

Based on Soviero Asset Management's 13F filing for Q1 2023, filed 15 May 2023.