Current Value of Holding

$787 Thousand

Shares

9.32 Thousand

% of Portfolio

0.01%

Average Buy Price

$71.4

Avg closing price
Price range

8 Chuck Royce Jackson Financial Trades

Chuck Royce acquired 9.32 Thousand Jackson Financial shares worth $787 Thousand. That's 0.01% of their equity portfolio (648th largest holding). The first Jackson Financial trade was made in Q1 2022. Since then Chuck Royce bought shares four more times and sold shares on three occasions. The stake costed the investor $666 Thousand, netting the investor a gain of 18% so far.

Avg closing price
Price range
New holding (+9.32 Thousand shares) Q2 2024
Avg closing price $71.44
Price range $63.38 - $78.65
Sold -8.87 Thousand shares Q1 2024
Avg closing price $54.30
Price range $48.65 - $66.14
Increased shares by 6.5% (+541 shares) Q3 2023
Avg closing price $34.94
Price range $29.94 - $40.33
Increased shares by 11.3% (+844 shares) Q2 2023
Avg closing price $32.21
Price range $27.70 - $37.85
Sold 6.0% shares (-481 shares) Q1 2023
Avg closing price $41.06
Price range $34.63 - $49.15
New holding (+7.97 Thousand shares) Q4 2022
Avg closing price $34.74
Price range $29.41 - $38.36
Sold -5 Thousand shares Q2 2022
Avg closing price $36.47
Price range $26.75 - $45.33
New holding (+5 Thousand shares) Q1 2022
Avg closing price $41.67
Price range $35.88 - $46.74

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