Lenox Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$3K	Buy	17 +7	+70%	+$1.22K	﹤0.01%	607
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	726
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	634
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	645
2021 Q1	$2K	Sell	10 -10	-50%	-$1.52K	﹤0.01%	614
2020 Q4	$3K	Buy	+20	New	+$3.18K	﹤0.01%	556
2016 Q1	–	Sell	-13	Closed	-$1K	–	333
2015 Q4	$1K	Buy	+13	New	+$999	﹤0.01%	401

Other funds holding JKHY

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lenox Wealth Advisors's JKHY Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Jack Henry & Associates (JKHY) stake by 70% in Q1 2022, buying an estimated $1.22K and bringing the position to 17 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Lenox Wealth Advisors first reported a position in JKHY in Q4 2015 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold JKHY as of Q1 2022.

Lenox Wealth Advisors held 17 shares of Jack Henry & Associates worth $3K as of Q1 2022.
Lenox Wealth Advisors bought 7 Jack Henry & Associates shares in Q1 2022, an estimated $1.22K.
Jack Henry & Associates made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #607 holding.
Lenox Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2015 and has held it in 7 quarters since.
660 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.