Buckingham Strategic Wealth’s Janus Henderson JHG Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$305K	Buy	9,042 +179	+2%	+$5.87K	﹤0.01%	596
2024 Q1	$292K	Buy	8,863 +749	+9%	+$22.9K	﹤0.01%	599
2023 Q4	$245K	Sell	8,114 -1	-0%	-$26	﹤0.01%	631
2023 Q3	$210K	Hold	8,115	–	–	﹤0.01%	623
2023 Q2	$221K	Buy	+8,115	New	+$216K	﹤0.01%	608
2022 Q2	–	Sell	-7,427	Closed	-$260K	–	630
2022 Q1	$260K	Sell	7,427 -691	-9%	-$24.9K	0.01%	507
2021 Q4	$340K	Hold	8,118	–	–	0.01%	449
2021 Q3	$336K	Hold	8,118	–	–	0.01%	442
2021 Q2	$315K	Buy	8,118 +8	+0.1%	+$291	0.01%	456
2021 Q1	$253K	Buy	8,110 +770	+10%	+$24.2K	0.01%	468
2020 Q4	$239K	Buy	+7,340	New	+$209K	0.01%	466

Other funds holding JHG

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

SII

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Buckingham Strategic Wealth's JHG Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Janus Henderson (JHG) stake by 2% in Q2 2024, buying an estimated $5.87K and bringing the position to 9,042 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Buckingham Strategic Wealth first reported a position in JHG in Q4 2020 and has held it in 11 quarters since. The position peaked at $340K in Q4 2021. 334 funds tracked by Wall St. Rank hold JHG as of Q2 2024.

Buckingham Strategic Wealth held 9,042 shares of Janus Henderson worth $305K as of Q2 2024.
Buckingham Strategic Wealth bought 179 Janus Henderson shares in Q2 2024, an estimated $5.87K.
Janus Henderson made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #596 holding.
Buckingham Strategic Wealth first reported a position in Janus Henderson in Q4 2020 and has held it in 11 quarters since.
Buckingham Strategic Wealth's Janus Henderson position peaked at $340K in Q4 2021.
334 funds tracked by Wall St. Rank held Janus Henderson as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.