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Kula Investments’s Jack Henry & Associates JKHY Stock Holding History

Kula Investments’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 		$586K Buy
3,888
+2,289
+143% +$382K 0.14% 263
2022
Q4 		$281K Buy
+1,599
New +$295K 0.08% 410

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
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 $2.9T AUM 29.55% 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

Kula Investments's JKHY Position: Q1 2023 in Review

Kula Investments increased its Jack Henry & Associates (JKHY) stake by 143% in Q1 2023, buying an estimated $382K and bringing the position to 3,888 shares worth $586K. The position accounts for 0.14% of the portfolio, ranked #263.

Kula Investments first reported a position in JKHY in Q4 2022 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold JKHY as of Q1 2023.

  • Kula Investments held 3,888 shares of Jack Henry & Associates worth $586K as of Q1 2023.
  • Kula Investments bought 2,289 Jack Henry & Associates shares in Q1 2023, an estimated $382K.
  • Jack Henry & Associates made up 0.14% of Kula Investments's portfolio in Q1 2023, its #263 holding.
  • Kula Investments first reported a position in Jack Henry & Associates in Q4 2022 and has held it in 2 quarters since.
  • 656 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.