Edge Capital Group’s Jack Henry & Associates JKHY Stock Holding History

Edge Capital Group’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 Q3	–	Sell	-1,379	Closed	-$231K	–	303
2023 Q2	$231K	Hold	1,379	–	–	0.01%	285
2023 Q1	$208K	Buy	1,379 +80	+6%	+$13.4K	0.01%	298
2022 Q4	$228K	Hold	1,299	–	–	0.02%	268
2022 Q3	$237K	Sell	1,299 -14,256	-92%	-$2.8M	0.02%	255
2022 Q2	$403K	Buy	15,555 +14,073	+950%	+$2.64M	0.03%	210
2022 Q1	$292K	Buy	1,482 +3	+0.2%	+$525	0.02%	250
2021 Q4	$247K	Sell	1,479 -12	-0.8%	-$1.94K	0.02%	248
2021 Q3	$245K	Buy	1,491 +134	+10%	+$23K	0.02%	241
2021 Q2	$222K	Hold	1,357	–	–	0.02%	251
2021 Q1	$206K	Hold	1,357	–	–	0.02%	264
2020 Q4	$220K	Buy	+1,357	New	+$215K	0.02%	241
2020 Q3	–	Sell	-1,111	Closed	-$204K	–	253
2020 Q2	$204K	Buy	+1,111	New	+$194K	0.02%	208

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Edge Capital Group's JKHY Position: Q3 2023 in Review

Edge Capital Group sold out of Jack Henry & Associates (JKHY) in Q3 2023, closing a stake of 1,379 shares — an estimated $231K sold.

Edge Capital Group first reported a position in JKHY in Q2 2020 and held it in 12 quarters. The position peaked at $403K in Q2 2022. 634 funds tracked by Wall St. Rank hold JKHY as of Q3 2023.

Edge Capital Group reported no remaining Jack Henry & Associates position as of Q3 2023 after selling out during the quarter.
Edge Capital Group sold 1,379 Jack Henry & Associates shares in Q3 2023, an estimated $231K.
Edge Capital Group first reported a position in Jack Henry & Associates in Q2 2020 and held it in 12 quarters.
Edge Capital Group's Jack Henry & Associates position peaked at $403K in Q2 2022.
634 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2023.

Based on Edge Capital Group's 13F filing for Q3 2023, filed 13 Nov 2023.