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Next Financial Group’s Jack Henry & Associates JKHY Stock Holding History

Next Financial Group’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 		$434K Buy
2,601
+296
+13% +$47.9K 0.03% 605
2021
Q3 		$378K Buy
2,305
+103
+5% +$17.7K 0.03% 587
2021
Q2 		$360K Buy
2,202
+40
+2% +$6.39K 0.03% 594
2021
Q1 		$328K Buy
2,162
+24
+1% +$3.66K 0.03% 586
2020
Q4 		$346K Buy
2,138
+340
+19% +$54K 0.03% 505
2020
Q3 		$292K Buy
+1,798
New +$312K 0.03% 507
2020
Q2 		– Sell
-484
Closed -$75K – 1263
2020
Q1 		$75K Sell
484
-1,333
-73% -$207K 0.01% 857
2019
Q4 		$265K Sell
1,817
-54
-3% -$7.89K 0.03% 587
2019
Q3 		$273K Buy
1,871
+307
+20% +$43.5K 0.03% 548
2019
Q2 		$210K Sell
1,564
-1
-0.1% -$138 0.02% 645
2019
Q1 		$217K Buy
1,565
+1,546
+8,137% +$204K 0.06% 340
2018
Q4 		$2K Buy
+19
New +$2.7K ﹤0.01% 1743
2017
Q3 		– Sell
-107
Closed -$11K – 1865
2017
Q2 		$11K Hold
107
– – ﹤0.01% 1292
2017
Q1 		$10K Hold
107
– – ﹤0.01% 1277
2016
Q4 		$9K Hold
107
– – ﹤0.01% 1694
2016
Q3 		$9K Sell
107
-183
-63% -$16K ﹤0.01% 1695
2016
Q2 		$25K Hold
290
– – 0.01% 882
2016
Q1 		$24K Buy
290
+107
+58% +$8.59K 0.01% 868
2015
Q4 		$14K Hold
183
– – 0.01% 1059
2015
Q3 		$12K Buy
+183
New +$12.6K ﹤0.01% 1141

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

Next Financial Group's JKHY Position: Q4 2021 in Review

Next Financial Group increased its Jack Henry & Associates (JKHY) stake by 13% in Q4 2021, buying an estimated $47.9K and bringing the position to 2,601 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #605.

Next Financial Group first reported a position in JKHY in Q3 2015 and has held it in 20 quarters since. 652 funds tracked by Wall St. Rank hold JKHY as of Q4 2021.

  • Next Financial Group held 2,601 shares of Jack Henry & Associates worth $434K as of Q4 2021.
  • Next Financial Group bought 296 Jack Henry & Associates shares in Q4 2021, an estimated $47.9K.
  • Jack Henry & Associates made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #605 holding.
  • Next Financial Group first reported a position in Jack Henry & Associates in Q3 2015 and has held it in 20 quarters since.
  • 652 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.