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Waverton Investment Management’s Jackson Financial JXN Stock Holding History

Waverton Investment 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
2021
Q4 		– Sell
-13,288
Closed -$345K – 69
2021
Q3 		$345K Buy
+13,288
New +$362K 0.01% 51

Other funds holding JXN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Waverton Investment Management's JXN Position: Q4 2021 in Review

Waverton Investment Management sold out of Jackson Financial (JXN) in Q4 2021, closing a stake of 13,288 shares — an estimated $345K sold.

Waverton Investment Management first reported a position in JXN in Q3 2021 and held it in 1 quarter. The position peaked at $345K in Q3 2021. 226 funds tracked by Wall St. Rank hold JXN as of Q4 2021.

  • Waverton Investment Management reported no remaining Jackson Financial position as of Q4 2021 after selling out during the quarter.
  • Waverton Investment Management sold 13,288 Jackson Financial shares in Q4 2021, an estimated $345K.
  • Waverton Investment Management first reported a position in Jackson Financial in Q3 2021 and held it in 1 quarter.
  • Waverton Investment Management's Jackson Financial position peaked at $345K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2021.

Based on Waverton Investment Management's 13F filing for Q4 2021, filed 7 Feb 2022.