LF
JHG

Lee Financial’s Janus Henderson JHG Stock Holding History

Lee Financial’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
2023
Q1 		– Sell
-7
Closed -$165 – 880
2022
Q4 		$165 Hold
7
– – ﹤0.01% 895
2022
Q3 		$0 Hold
7
– – ﹤0.01% 914
2022
Q2 		$0 Buy
+7
New +$201 ﹤0.01% 917
2022
Q1 		– Sell
-5
Closed – – 863
2021
Q4 		$0 Buy
+5
New +$221 ﹤0.01% 929

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
SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's JHG Position: Q1 2023 in Review

Lee Financial sold out of Janus Henderson (JHG) in Q1 2023, closing a stake of 7 shares — an estimated $165 sold.

Lee Financial first reported a position in JHG in Q4 2021 and held it in 4 quarters. The position peaked at $165 in Q4 2022. 284 funds tracked by Wall St. Rank hold JHG as of Q1 2023.

  • Lee Financial reported no remaining Janus Henderson position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 7 Janus Henderson shares in Q1 2023, an estimated $165.
  • Lee Financial first reported a position in Janus Henderson in Q4 2021 and held it in 4 quarters.
  • Lee Financial's Janus Henderson position peaked at $165 in Q4 2022.
  • 284 funds tracked by Wall St. Rank held Janus Henderson as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.