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

McElhenny Sheffield 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
2022
Q3 		– Sell
-4,961
Closed -$893K – 100
2022
Q2 		$893K Buy
+4,961
New +$929K 0.42% 29

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State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McElhenny Sheffield Capital Management's JKHY Position: Q3 2022 in Review

McElhenny Sheffield Capital Management sold out of Jack Henry & Associates (JKHY) in Q3 2022, closing a stake of 4,961 shares — an estimated $893K sold.

McElhenny Sheffield Capital Management first reported a position in JKHY in Q2 2022 and held it in 1 quarter. The position peaked at $893K in Q2 2022. 679 funds tracked by Wall St. Rank hold JKHY as of Q3 2022.

  • McElhenny Sheffield Capital Management reported no remaining Jack Henry & Associates position as of Q3 2022 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 4,961 Jack Henry & Associates shares in Q3 2022, an estimated $893K.
  • McElhenny Sheffield Capital Management first reported a position in Jack Henry & Associates in Q2 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Jack Henry & Associates position peaked at $893K in Q2 2022.
  • 679 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2022.

Based on McElhenny Sheffield Capital Management's 13F filing for Q3 2022, filed 14 Oct 2022.