Sumitomo Mitsui Trust Group’s Jackson Financial JXN Stock Holding History

Sumitomo Mitsui Trust Group’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 Q3	–	Sell	-3,671	Closed	-$273K	–	1077
2024 Q2	$273K	Sell	3,671 -1,000	-21%	-$71.4K	﹤0.01%	1019
2024 Q1	$309K	Sell	4,671 -800	-15%	-$43.4K	﹤0.01%	1069
2023 Q4	$280K	Sell	5,471 -3,320	-38%	-$146K	﹤0.01%	1087
2023 Q3	$336K	Sell	8,791 -8,224	-48%	-$287K	﹤0.01%	1085
2023 Q2	$521K	Hold	17,015	–	–	﹤0.01%	1054
2023 Q1	$637K	Hold	17,015	–	–	﹤0.01%	1045
2022 Q4	$592K	Sell	17,015 -500	-3%	-$17.4K	﹤0.01%	1085
2022 Q3	$486K	Buy	+17,515	New	+$517K	﹤0.01%	1118
2021 Q4	–	Sell	-31,429	Closed	-$817K	–	1186
2021 Q3	$817K	Buy	+31,429	New	+$855K	﹤0.01%	1050

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DSC

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Sumitomo Mitsui Trust Group's JXN Position: Q3 2024 in Review

Sumitomo Mitsui Trust Group sold out of Jackson Financial (JXN) in Q3 2024, closing a stake of 3,671 shares — an estimated $273K sold.

Sumitomo Mitsui Trust Group first reported a position in JXN in Q3 2021 and held it in 9 quarters. The position peaked at $817K in Q3 2021. 410 funds tracked by Wall St. Rank hold JXN as of Q3 2024.

Sumitomo Mitsui Trust Group reported no remaining Jackson Financial position as of Q3 2024 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 3,671 Jackson Financial shares in Q3 2024, an estimated $273K.
Sumitomo Mitsui Trust Group first reported a position in Jackson Financial in Q3 2021 and held it in 9 quarters.
Sumitomo Mitsui Trust Group's Jackson Financial position peaked at $817K in Q3 2021.
410 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2024, filed 5 Nov 2024.