Number of Shares
12,100.00
Current Holdings Value*
$1.01 Mil
% of Portfolio
1.13%
Total Estimate Gain
$711,402.13
% of Total Estimate Gain
96.14%

Sterling Capital Behavioral Small Cap Value Fund's Jackson Financial Inc Holding Summary

As of 2025-03-31, Sterling Capital Behavioral Small Cap Value Fund held 12,100.00 shares of Jackson Financial Inc(JXN), totaling $1.01 Mil. This investment constitutes 1.13% of their stock portfolio, and Sterling Capital Behavioral Small Cap Value Fund now holds 0.02% of the outstanding Jackson Financial Inc(JXN) stock.

The initial trade took place in 2022Q4. And since then Sterling Capital Behavioral Small Cap Value Fund has made 1 purchases of JXN, at an average price of $34.74, for a total of 21,300.00 shares. In addition, there have been 4 sales at an average price of $40.76 for 9,200.00 shares. Based on historical transaction data and JXN's current price of $88.96, Sterling Capital Behavioral Small Cap Value Fund's estimated gain on his JXN holdings is $711,402.13, reflecting a 96.14% gain to date.

Sterling Capital Behavioral Small Cap Value Fund JXN ($88.96) Holding Chart

Sterling Capital Behavioral Small Cap Value Fund JXN ($88.96) 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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