Verdad Advisers’s Jackson Financial JXN Stock Holding History

Verdad Advisers’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	-10,330	Closed	-$767K	–	119
2024 Q2	$767K	Sell	10,330 -810	-7%	-$57.9K	0.89%	39
2024 Q1	$737K	Buy	+11,140	New	+$605K	0.8%	42

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

Verdad Advisers's JXN Position: Q3 2024 in Review

Verdad Advisers sold out of Jackson Financial (JXN) in Q3 2024, closing a stake of 10,330 shares — an estimated $767K sold.

Verdad Advisers first reported a position in JXN in Q1 2024 and held it in 2 quarters. The position peaked at $767K in Q2 2024. 410 funds tracked by Wall St. Rank hold JXN as of Q3 2024.

Verdad Advisers reported no remaining Jackson Financial position as of Q3 2024 after selling out during the quarter.
Verdad Advisers sold 10,330 Jackson Financial shares in Q3 2024, an estimated $767K.
Verdad Advisers first reported a position in Jackson Financial in Q1 2024 and held it in 2 quarters.
Verdad Advisers's Jackson Financial position peaked at $767K in Q2 2024.
410 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2024.

Based on Verdad Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.