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Newfound Research’s Jack Henry & Associates JKHY Stock Holding History

Newfound Research’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
Q1 		– Sell
-586
Closed -$95K – 141
2020
Q4 		$95K Buy
586
+437
+293% +$69.4K 0.24% 82
2020
Q3 		$24K Buy
+149
New +$25.9K 0.07% 107

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Newfound Research's JKHY Position: Q1 2021 in Review

Newfound Research sold out of Jack Henry & Associates (JKHY) in Q1 2021, closing a stake of 586 shares — an estimated $95K sold.

Newfound Research first reported a position in JKHY in Q3 2020 and held it in 2 quarters. The position peaked at $95K in Q4 2020. 616 funds tracked by Wall St. Rank hold JKHY as of Q1 2021.

  • Newfound Research reported no remaining Jack Henry & Associates position as of Q1 2021 after selling out during the quarter.
  • Newfound Research sold 586 Jack Henry & Associates shares in Q1 2021, an estimated $95K.
  • Newfound Research first reported a position in Jack Henry & Associates in Q3 2020 and held it in 2 quarters.
  • Newfound Research's Jack Henry & Associates position peaked at $95K in Q4 2020.
  • 616 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2021.

Based on Newfound Research's 13F filing for Q1 2021, filed 28 Apr 2021.