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Householder Group Estate & Retirement Specialist’s Jack Henry & Associates JKHY Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q1 		$2K Buy
+10
New +$1.67K ﹤0.01% 1082
2022
Q4 		– Sell
-10
Closed -$1K – 743
2022
Q3 		$1K Buy
+10
New +$1.96K ﹤0.01% 1026

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JKHY Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Jack Henry & Associates (JKHY) in Q1 2023: 10 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in JKHY as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in JKHY in Q3 2022 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold JKHY as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 10 shares of Jack Henry & Associates worth $2K as of Q1 2023.
  • Jack Henry & Associates was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Jack Henry & Associates made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1082 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Jack Henry & Associates in Q3 2022 and has held it in 2 quarters since.
  • 657 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.