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Sumitomo Mitsui DS Asset Management’s Jackson Financial JXN Stock Holding History

Sumitomo Mitsui DS 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
2024
Q1 		– Sell
-330,800
Closed -$16.9M – 793
2023
Q4 		$16.9M Buy
+330,800
New +$14.6M 0.22% 97

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's JXN Position: Q1 2024 in Review

Sumitomo Mitsui DS Asset Management sold out of Jackson Financial (JXN) in Q1 2024, closing a stake of 330,800 shares — an estimated $16.9M sold.

Sumitomo Mitsui DS Asset Management first reported a position in JXN in Q4 2023 and held it in 1 quarter. The position peaked at $16.9M in Q4 2023. 369 funds tracked by Wall St. Rank hold JXN as of Q1 2024.

  • Sumitomo Mitsui DS Asset Management reported no remaining Jackson Financial position as of Q1 2024 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 330,800 Jackson Financial shares in Q1 2024, an estimated $16.9M.
  • Sumitomo Mitsui DS Asset Management first reported a position in Jackson Financial in Q4 2023 and held it in 1 quarter.
  • Sumitomo Mitsui DS Asset Management's Jackson Financial position peaked at $16.9M in Q4 2023.
  • 369 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2024.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2024, filed 2 May 2024.