Lincoln National Corp
JKHY icon

Lincoln National Corp’s Jack Henry & Associates JKHY Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-1,801
Closed -$313K – 634
2024
Q1 		$313K Buy
1,801
+88
+5% +$15K ﹤0.01% 943
2023
Q4 		$280K Buy
1,713
+219
+15% +$33.5K ﹤0.01% 902
2023
Q3 		$226K Buy
1,494
+44
+3% +$7.1K ﹤0.01% 909
2023
Q2 		$243K Buy
+1,450
New +$226K ﹤0.01% 878

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lincoln National Corp's JKHY Position: Q2 2024 in Review

Lincoln National Corp sold out of Jack Henry & Associates (JKHY) in Q2 2024, closing a stake of 1,801 shares — an estimated $313K sold.

Lincoln National Corp first reported a position in JKHY in Q2 2023 and held it in 4 quarters. The position peaked at $313K in Q1 2024. 669 funds tracked by Wall St. Rank hold JKHY as of Q2 2024.

  • Lincoln National Corp reported no remaining Jack Henry & Associates position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,801 Jack Henry & Associates shares in Q2 2024, an estimated $313K.
  • Lincoln National Corp first reported a position in Jack Henry & Associates in Q2 2023 and held it in 4 quarters.
  • Lincoln National Corp's Jack Henry & Associates position peaked at $313K in Q1 2024.
  • 669 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.