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Thoroughbred Financial Services’s Jackson Financial JXN Stock Holding History

Thoroughbred Financial Services’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
Q2 		– Sell
-21,115
Closed -$789K – 428
2023
Q1 		$789K Buy
+21,115
New +$867K 0.12% 182

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
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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

Thoroughbred Financial Services's JXN Position: Q2 2023 in Review

Thoroughbred Financial Services sold out of Jackson Financial (JXN) in Q2 2023, closing a stake of 21,115 shares — an estimated $789K sold.

Thoroughbred Financial Services first reported a position in JXN in Q1 2023 and held it in 1 quarter. The position peaked at $789K in Q1 2023. 285 funds tracked by Wall St. Rank hold JXN as of Q2 2023.

  • Thoroughbred Financial Services reported no remaining Jackson Financial position as of Q2 2023 after selling out during the quarter.
  • Thoroughbred Financial Services sold 21,115 Jackson Financial shares in Q2 2023, an estimated $789K.
  • Thoroughbred Financial Services first reported a position in Jackson Financial in Q1 2023 and held it in 1 quarter.
  • Thoroughbred Financial Services's Jackson Financial position peaked at $789K in Q1 2023.
  • 285 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2023.

Based on Thoroughbred Financial Services's 13F filing for Q2 2023, filed 3 Aug 2023.