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Jackson Financial Management Last Quarter Change: USA Stocks, Added

Jackson Financial Management quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2019-09-30 to 2019-12-31, Jackson Financial Management opened 1 positions, added to 2, reduced 3, sold out of 2 and left 4 unchanged. The largest increase in value was ATEC (+$661,000); the largest decrease was HOLX (-$1,450,000).

  • ATEC: Country of operation United States; Class COM NEW; Shares 2019-09-30 221,749; Shares 2019-12-31 250,000.
  • AMZN: Country of operation United States; Class COM; Shares 2019-09-30 123; Shares 2019-12-31 133.

Two Form 13F-HR filings compared (SEC CIK 1730475): 2019-09-30 (filed 2019-11-01) and 2019-12-31 (filed 2020-01-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2019-09-30Shares 2019-12-31Share changeValue 2019-09-30Value 2019-12-31Value change
ATEC
ALPHATEC HOLDINGS INC
United StatesCOM NEW221,749250,000+28,251$1,113,000$1,774,000+$661,000
AMZN
AMAZON COM INC
United StatesCOM123133+10$214,000$246,000+$32,000

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