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Fulcrum Equity Management’s Jack Henry & Associates JKHY Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-680
Closed -$99K – 159
2019
Q3 		$99K Buy
+680
New +$96.4K 0.05% 94

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fulcrum Equity Management's JKHY Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Jack Henry & Associates (JKHY) in Q4 2019, closing a stake of 680 shares — an estimated $99K sold.

Fulcrum Equity Management first reported a position in JKHY in Q3 2019 and held it in 1 quarter. The position peaked at $99K in Q3 2019. 597 funds tracked by Wall St. Rank hold JKHY as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Jack Henry & Associates position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 680 Jack Henry & Associates shares in Q4 2019, an estimated $99K.
  • Fulcrum Equity Management first reported a position in Jack Henry & Associates in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Jack Henry & Associates position peaked at $99K in Q3 2019.
  • 597 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.