JWM
JHG

Janiczek Wealth Management’s Janus Henderson JHG Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$251K Sell
7,453
-909
-11% -$29.8K 0.05% 155
2024
Q1 		$275K Buy
8,362
+1,872
+29% +$57.2K 0.06% 144
2023
Q4 		$196K Sell
6,490
-2,239
-26% -$57.8K 0.05% 163
2023
Q3 		$225K Sell
8,729
-785
-8% -$21.5K 0.06% 132
2023
Q2 		$259K Buy
9,514
+4,759
+100% +$127K 0.07% 107
2023
Q1 		$126K Buy
4,755
+1,894
+66% +$50.5K 0.04% 178
2022
Q4 		$77.6K Buy
2,861
+1,947
+213% +$45.6K 0.02% 254
2022
Q3 		$19K Sell
914
-1,841
-67% -$44.5K 0.01% 460
2022
Q2 		$71K Buy
2,755
+626
+29% +$18K 0.02% 250
2022
Q1 		$75K Buy
+2,129
New +$76.7K 0.02% 249
2021
Q4 		– Sell
-8
Closed – – 1051
2021
Q3 		$0 Sell
8
-26
-76% -$1.08K ﹤0.01% 998
2021
Q2 		$1K Hold
34
– – ﹤0.01% 851
2021
Q1 		$1K Sell
34
-114
-77% -$3.58K ﹤0.01% 812
2020
Q4 		$5K Buy
+148
New +$4.22K ﹤0.01% 592

Other funds holding JHG

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Janiczek Wealth Management's JHG Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Janus Henderson (JHG) stake by 11% in Q2 2024, selling an estimated $29.8K and leaving 7,453 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #155.

Janiczek Wealth Management first reported a position in JHG in Q4 2020 and has held it in 14 quarters since. The position peaked at $275K in Q1 2024. 334 funds tracked by Wall St. Rank hold JHG as of Q2 2024.

  • Janiczek Wealth Management held 7,453 shares of Janus Henderson worth $251K as of Q2 2024.
  • Janiczek Wealth Management sold 909 Janus Henderson shares in Q2 2024, an estimated $29.8K.
  • Janus Henderson made up 0.05% of Janiczek Wealth Management's portfolio in Q2 2024, its #155 holding.
  • Janiczek Wealth Management first reported a position in Janus Henderson in Q4 2020 and has held it in 14 quarters since.
  • Janiczek Wealth Management's Janus Henderson position peaked at $275K in Q1 2024.
  • 334 funds tracked by Wall St. Rank held Janus Henderson as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.