IBEX Wealth Advisors’s Janus Henderson JHG Stock Holding History

IBEX Wealth Advisors’s Portfolio JHG Stock Details JHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-38,409	Closed	-$903K	–	157
2022 Q2	$903K	Buy	38,409 +3,137	+9%	+$90.1K	0.21%	95
2022 Q1	$1.24M	Sell	35,272 -1,781	-5%	-$64.2K	0.24%	97
2021 Q4	$1.55M	Buy	37,053 +19,621	+113%	+$866K	0.28%	99
2021 Q3	$720K	Buy	17,432 +8,917	+105%	+$371K	0.14%	113
2021 Q2	$330K	Buy	+8,515	New	+$310K	0.07%	135

Other funds holding JHG

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SII

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IBEX Wealth Advisors's JHG Position: Q3 2022 in Review

IBEX Wealth Advisors sold out of Janus Henderson (JHG) in Q3 2022, closing a stake of 38,409 shares — an estimated $903K sold.

IBEX Wealth Advisors first reported a position in JHG in Q2 2021 and held it in 5 quarters. The position peaked at $1.55M in Q4 2021. 261 funds tracked by Wall St. Rank hold JHG as of Q3 2022.

IBEX Wealth Advisors reported no remaining Janus Henderson position as of Q3 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 38,409 Janus Henderson shares in Q3 2022, an estimated $903K.
IBEX Wealth Advisors first reported a position in Janus Henderson in Q2 2021 and held it in 5 quarters.
IBEX Wealth Advisors's Janus Henderson position peaked at $1.55M in Q4 2021.
261 funds tracked by Wall St. Rank held Janus Henderson as of Q3 2022.

Based on IBEX Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.