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Carmel Capital Partners’s Jack Henry & Associates JKHY Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-121
Closed -$18.3K – 429
2023
Q3 		$18.3K Buy
+121
New +$19.5K 0.01% 361

Other funds holding JKHY

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmel Capital Partners's JKHY Position: Q4 2023 in Review

Carmel Capital Partners sold out of Jack Henry & Associates (JKHY) in Q4 2023, closing a stake of 121 shares — an estimated $18.3K sold.

Carmel Capital Partners first reported a position in JKHY in Q3 2023 and held it in 1 quarter. The position peaked at $18.3K in Q3 2023. 687 funds tracked by Wall St. Rank hold JKHY as of Q4 2023.

  • Carmel Capital Partners reported no remaining Jack Henry & Associates position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 121 Jack Henry & Associates shares in Q4 2023, an estimated $18.3K.
  • Carmel Capital Partners first reported a position in Jack Henry & Associates in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Jack Henry & Associates position peaked at $18.3K in Q3 2023.
  • 687 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.