Crewe Advisors’s Janus Henderson JHG Stock Holding History

Crewe Advisors’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 Q4	–	Sell	-5	Closed	-$130	–	569
2023 Q3	$130	Sell	5 -1	-17%	-$27	﹤0.01%	503
2023 Q2	$164	Buy	+6	New	+$160	﹤0.01%	744
2023 Q1	–	Sell	-41	Closed	-$964	–	938
2022 Q4	$964	Hold	41	–	–	﹤0.01%	926
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	1161
2022 Q2	$1K	Buy	+41	New	+$1.18K	﹤0.01%	1079

Other funds holding JHG

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SII

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Crewe Advisors's JHG Position: Q4 2023 in Review

Crewe Advisors sold out of Janus Henderson (JHG) in Q4 2023, closing a stake of 5 shares — an estimated $130 sold.

Crewe Advisors first reported a position in JHG in Q2 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 302 funds tracked by Wall St. Rank hold JHG as of Q4 2023.

Crewe Advisors reported no remaining Janus Henderson position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 5 Janus Henderson shares in Q4 2023, an estimated $130.
Crewe Advisors first reported a position in Janus Henderson in Q2 2022 and held it in 5 quarters.
Crewe Advisors's Janus Henderson position peaked at $1K in Q3 2022.
302 funds tracked by Wall St. Rank held Janus Henderson as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.