Number of Shares
59,120.00
Current Holdings Value*
$4.95 Mil
% of Portfolio
1.87%
Total Estimate Gain
$3.97 Mil
% of Total Estimate Gain
115.23%

SIMT SMALL CAP VALUE FUND's Jackson Financial Inc Holding Summary

As of 2025-03-31, SEI INSTITUTIONAL MANAGED TRUST held 59,120.00 shares of Jackson Financial Inc(JXN), totaling $4.95 Mil. This investment constitutes 1.87% of their stock portfolio, and SEI INSTITUTIONAL MANAGED TRUST now holds 0.08% of the outstanding Jackson Financial Inc(JXN) stock.

The initial trade took place in 2022Q3. And since then SIMT SMALL CAP VALUE FUND has made 4 purchases of JXN, at an average price of $39.46, for a total of 87,290.00 shares. In addition, there have been 5 sales at an average price of $78.45 for 28,170.00 shares. Based on historical transaction data and JXN's current price of $88.03, SIMT SMALL CAP VALUE FUND's estimated gain on his JXN holdings is $3.97 Mil, reflecting a 115.23% gain to date.

SIMT SMALL CAP VALUE FUND JXN ($88.03) Holding Chart

SIMT SMALL CAP VALUE FUND JXN ($88.03) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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