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

Morton 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
2024 Q2	–	Sell	-1,617	Closed	-$281K	–	103
2024 Q1	$281K	Hold	1,617	–	–	0.08%	81
2023 Q4	$264K	Hold	1,617	–	–	0.08%	81
2023 Q3	$244K	Sell	1,617 -71	-4%	-$11.5K	0.09%	76
2023 Q2	$282K	Buy	1,688 +71	+4%	+$11.1K	0.1%	73
2023 Q1	$244K	Hold	1,617	–	–	0.09%	77
2022 Q4	$284K	Hold	1,617	–	–	0.11%	68
2022 Q3	$295K	Hold	1,617	–	–	0.13%	66
2022 Q2	$291K	Hold	1,617	–	–	0.13%	68
2022 Q1	$319K	Hold	1,617	–	–	0.13%	62
2021 Q4	$270K	Buy	+1,617	New	+$262K	0.11%	75

Other funds holding JKHY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morton Capital Management's JKHY Position: Q2 2024 in Review

Morton Capital Management sold out of Jack Henry & Associates (JKHY) in Q2 2024, closing a stake of 1,617 shares — an estimated $281K sold.

Morton Capital Management first reported a position in JKHY in Q4 2021 and held it in 10 quarters. The position peaked at $319K in Q1 2022. 668 funds tracked by Wall St. Rank hold JKHY as of Q2 2024.

Morton Capital Management reported no remaining Jack Henry & Associates position as of Q2 2024 after selling out during the quarter.
Morton Capital Management sold 1,617 Jack Henry & Associates shares in Q2 2024, an estimated $281K.
Morton Capital Management first reported a position in Jack Henry & Associates in Q4 2021 and held it in 10 quarters.
Morton Capital Management's Jack Henry & Associates position peaked at $319K in Q1 2022.
668 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2024.

Based on Morton Capital Management's 13F filing for Q2 2024, filed 12 Jul 2024.