Wellington Management Group
JXN icon

Wellington Management Group’s Jackson Financial JXN Stock Holding History

Wellington Management 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
2023
Q1 		– Sell
-20,971
Closed -$730K – 2052
2022
Q4 		$730K Buy
+20,971
New +$729K ﹤0.01% 1726
2021
Q4 		– Sell
-1,109,196
Closed -$28.8M – 2237
2021
Q3 		$28.8M Buy
+1,109,196
New +$30.2M ﹤0.01% 979

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wellington Management Group's JXN Position: Q1 2023 in Review

Wellington Management Group sold out of Jackson Financial (JXN) in Q1 2023, closing a stake of 20,971 shares — an estimated $730K sold.

Wellington Management Group first reported a position in JXN in Q3 2021 and held it in 2 quarters. The position peaked at $28.8M in Q3 2021. 300 funds tracked by Wall St. Rank hold JXN as of Q1 2023.

  • Wellington Management Group reported no remaining Jackson Financial position as of Q1 2023 after selling out during the quarter.
  • Wellington Management Group sold 20,971 Jackson Financial shares in Q1 2023, an estimated $730K.
  • Wellington Management Group first reported a position in Jackson Financial in Q3 2021 and held it in 2 quarters.
  • Wellington Management Group's Jackson Financial position peaked at $28.8M in Q3 2021.
  • 300 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2023.

Based on Wellington Management Group's 13F filing for Q1 2023, filed 12 May 2023.