Berman Capital Advisors’s Jack Henry & Associates JKHY Stock Holding History

Berman Capital Advisors’s Portfolio JKHY Stock Details JKHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$5K	Buy	36 +5	+16%	+$860	﹤0.01%	1428
2021 Q2	$5K	Buy	31 +1	+3%	+$160	﹤0.01%	1349
2021 Q1	$4K	Sell	30 -30	-50%	-$4.58K	﹤0.01%	1341
2020 Q4	$9K	Buy	60 +39	+186%	+$6.19K	﹤0.01%	953
2020 Q3	$3K	Hold	21	–	–	﹤0.01%	1202
2020 Q2	$3K	Buy	21 +6	+40%	+$1.05K	﹤0.01%	1148
2020 Q1	$2K	Hold	15	–	–	﹤0.01%	1141
2019 Q4	$2K	Hold	15	–	–	﹤0.01%	1211
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	1193
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	1204
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	1098
2018 Q4	$1K	Buy	+15	New	+$2.13K	﹤0.01%	1014

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berman Capital Advisors's JKHY Position: Q3 2021 in Review

Berman Capital Advisors increased its Jack Henry & Associates (JKHY) stake by 16% in Q3 2021, buying an estimated $860 and bringing the position to 36 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Berman Capital Advisors first reported a position in JKHY in Q4 2018 and has held it in 12 quarters since. The position peaked at $9K in Q4 2020. 628 funds tracked by Wall St. Rank hold JKHY as of Q3 2021.

Berman Capital Advisors held 36 shares of Jack Henry & Associates worth $5K as of Q3 2021.
Berman Capital Advisors bought 5 Jack Henry & Associates shares in Q3 2021, an estimated $860.
Jack Henry & Associates made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1428 holding.
Berman Capital Advisors first reported a position in Jack Henry & Associates in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Jack Henry & Associates position peaked at $9K in Q4 2020.
628 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.