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Marathon Capital Management’s Jack Henry & Associates JKHY Stock Holding History

Marathon Capital 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
2021
Q4 		– Sell
-1,737
Closed -$285K – 195
2021
Q3 		$285K Hold
1,737
– – 0.06% 168
2021
Q2 		$284K Hold
1,737
– – 0.07% 143
2021
Q1 		$263K Buy
+1,737
New +$265K 0.07% 147

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marathon Capital Management's JKHY Position: Q4 2021 in Review

Marathon Capital Management sold out of Jack Henry & Associates (JKHY) in Q4 2021, closing a stake of 1,737 shares — an estimated $285K sold.

Marathon Capital Management first reported a position in JKHY in Q1 2021 and held it in 3 quarters. The position peaked at $285K in Q3 2021. 652 funds tracked by Wall St. Rank hold JKHY as of Q4 2021.

  • Marathon Capital Management reported no remaining Jack Henry & Associates position as of Q4 2021 after selling out during the quarter.
  • Marathon Capital Management sold 1,737 Jack Henry & Associates shares in Q4 2021, an estimated $285K.
  • Marathon Capital Management first reported a position in Jack Henry & Associates in Q1 2021 and held it in 3 quarters.
  • Marathon Capital Management's Jack Henry & Associates position peaked at $285K in Q3 2021.
  • 652 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2021.

Based on Marathon Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.