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Madison Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Madison Wealth Management’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
2020
Q1 		– Sell
-1,849
Closed -$269K – 132
2019
Q4 		$269K Buy
+1,849
New +$270K 0.08% 125

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Madison Wealth Management's JKHY Position: Q1 2020 in Review

Madison Wealth Management sold out of Jack Henry & Associates (JKHY) in Q1 2020, closing a stake of 1,849 shares — an estimated $269K sold.

Madison Wealth Management first reported a position in JKHY in Q4 2019 and held it in 1 quarter. The position peaked at $269K in Q4 2019. 586 funds tracked by Wall St. Rank hold JKHY as of Q1 2020.

  • Madison Wealth Management reported no remaining Jack Henry & Associates position as of Q1 2020 after selling out during the quarter.
  • Madison Wealth Management sold 1,849 Jack Henry & Associates shares in Q1 2020, an estimated $269K.
  • Madison Wealth Management first reported a position in Jack Henry & Associates in Q4 2019 and held it in 1 quarter.
  • Madison Wealth Management's Jack Henry & Associates position peaked at $269K in Q4 2019.
  • 586 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2020.

Based on Madison Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.