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Essex Investment Management’s Jack Henry & Associates JKHY Stock Holding History

Essex Investment Management’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
2020
Q1 		– Sell
-173
Closed -$25K – 426
2019
Q4 		$25K Hold
173
– – ﹤0.01% 426
2019
Q3 		$25K Hold
173
– – ﹤0.01% 417
2019
Q2 		$23K Hold
173
– – ﹤0.01% 428
2019
Q1 		$24K Sell
173
-160
-48% -$21.2K ﹤0.01% 426
2018
Q4 		$42K Buy
+333
New +$47.3K 0.01% 402

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Essex Investment Management's JKHY Position: Q1 2020 in Review

Essex Investment Management sold out of Jack Henry & Associates (JKHY) in Q1 2020, closing a stake of 173 shares — an estimated $25K sold.

Essex Investment Management first reported a position in JKHY in Q4 2018 and held it in 5 quarters. The position peaked at $42K in Q4 2018. 587 funds tracked by Wall St. Rank hold JKHY as of Q1 2020.

  • Essex Investment Management reported no remaining Jack Henry & Associates position as of Q1 2020 after selling out during the quarter.
  • Essex Investment Management sold 173 Jack Henry & Associates shares in Q1 2020, an estimated $25K.
  • Essex Investment Management first reported a position in Jack Henry & Associates in Q4 2018 and held it in 5 quarters.
  • Essex Investment Management's Jack Henry & Associates position peaked at $42K in Q4 2018.
  • 587 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2020.

Based on Essex Investment Management's 13F filing for Q1 2020, filed 4 May 2020.