BWM
JHG

BerganKDV Wealth Management’s Janus Henderson JHG Stock Holding History

BerganKDV Wealth Management’s Portfolio JHG Stock Details JHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$791 Hold
29
– – ﹤0.01% 775
2023
Q1 		$773 Hold
29
– – ﹤0.01% 935
2022
Q4 		$682 Buy
+29
New +$680 ﹤0.01% 920

Other funds holding JHG

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BerganKDV Wealth Management's JHG Position: Q2 2023 in Review

BerganKDV Wealth Management held its Janus Henderson (JHG) position steady in Q2 2023 at 29 shares worth $791. The position accounts for ﹤0.01% of the portfolio, ranked #775.

BerganKDV Wealth Management first reported a position in JHG in Q4 2022 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold JHG as of Q2 2023.

  • BerganKDV Wealth Management held 29 shares of Janus Henderson worth $791 as of Q2 2023.
  • BerganKDV Wealth Management left its Janus Henderson share count unchanged in Q2 2023.
  • Janus Henderson made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #775 holding.
  • BerganKDV Wealth Management first reported a position in Janus Henderson in Q4 2022 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Janus Henderson as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.