Crewe Advisors’s Jack Henry & Associates JKHY Stock Holding History

Crewe 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
2023 Q4	–	Sell	-1	Closed	-$152	–	570
2023 Q3	$152	Hold	1	–	–	﹤0.01%	472
2023 Q2	$168	Buy	+1	New	+$156	﹤0.01%	741
2022 Q4	–	Sell	-10	Closed	-$2K	–	1155
2022 Q3	$2K	Buy	10 +6	+150%	+$1.18K	﹤0.01%	1050
2022 Q2	$1K	Buy	+4	New	+$749	﹤0.01%	1080
2020 Q4	–	Sell	-24	Closed	-$4K	–	558
2020 Q3	$4K	Buy	+24	New	+$4.17K	﹤0.01%	401

Other funds holding JKHY

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Crewe Advisors's JKHY Position: Q4 2023 in Review

Crewe Advisors sold out of Jack Henry & Associates (JKHY) in Q4 2023, closing a stake of 1 share — an estimated $152 sold.

Crewe Advisors first reported a position in JKHY in Q3 2020 and held it in 5 quarters. The position peaked at $4K in Q3 2020. 688 funds tracked by Wall St. Rank hold JKHY as of Q4 2023.

Crewe Advisors reported no remaining Jack Henry & Associates position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 1 Jack Henry & Associates share in Q4 2023, an estimated $152.
Crewe Advisors first reported a position in Jack Henry & Associates in Q3 2020 and held it in 5 quarters.
Crewe Advisors's Jack Henry & Associates position peaked at $4K in Q3 2020.
688 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2023.

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