Nikulski Financial’s Jack Henry & Associates JKHY Stock Holding History

Nikulski Financial’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 Q1	–	Sell	-1,225	Closed	-$200K	–	137
2023 Q4	$200K	Buy	+1,225	New	+$188K	0.07%	133
2023 Q3	–	Sell	-1,225	Closed	-$205K	–	129
2023 Q2	$205K	Buy	+1,225	New	+$191K	0.08%	123
2023 Q1	–	Sell	-1,225	Closed	-$215K	–	128
2022 Q4	$215K	Hold	1,225	–	–	0.1%	121
2022 Q3	$223K	Buy	1,225 +1	+0.1%	+$196	0.12%	113
2022 Q2	$220K	Hold	1,224	–	–	0.11%	118
2022 Q1	$241K	Hold	1,224	–	–	0.1%	117
2021 Q4	$204K	Buy	1,224 +1	+0.1%	+$162	0.09%	122
2021 Q3	$201K	Hold	1,223	–	–	0.09%	118
2021 Q2	$212K	Sell	1,223 -200	-14%	-$32K	0.1%	118
2021 Q1	$216K	Hold	1,423	–	–	0.11%	115
2020 Q4	$230K	Buy	1,423 +1	+0.1%	+$159	0.13%	107
2020 Q3	$231K	Hold	1,422	–	–	0.15%	101
2020 Q2	$262K	Hold	1,422	–	–	0.18%	92
2020 Q1	$221K	Buy	1,422 +1	+0.1%	+$155	0.19%	87
2019 Q4	$213K	Sell	1,421 -65	-4%	-$9.49K	0.15%	89
2019 Q3	$211K	Hold	1,486	–	–	0.18%	85
2019 Q2	$210K	Sell	1,486 -300	-17%	-$41.5K	0.18%	81
2019 Q1	$248K	Sell	1,786 -199	-10%	-$26.3K	0.24%	67
2018 Q4	$251K	Buy	1,985 +400	+25%	+$56.8K	0.26%	58
2018 Q3	$237K	Sell	1,585 -110	-6%	-$16.2K	0.22%	68
2018 Q2	$221K	Hold	1,695	–	–	0.2%	70
2018 Q1	$205K	Buy	+1,695	New	+$206K	0.2%	74

Other funds holding JKHY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nikulski Financial's JKHY Position: Q1 2024 in Review

Nikulski Financial sold out of Jack Henry & Associates (JKHY) in Q1 2024, closing a stake of 1,225 shares — an estimated $200K sold.

Nikulski Financial first reported a position in JKHY in Q1 2018 and held it in 22 quarters. The position peaked at $262K in Q2 2020. 656 funds tracked by Wall St. Rank hold JKHY as of Q1 2024.

Nikulski Financial reported no remaining Jack Henry & Associates position as of Q1 2024 after selling out during the quarter.
Nikulski Financial sold 1,225 Jack Henry & Associates shares in Q1 2024, an estimated $200K.
Nikulski Financial first reported a position in Jack Henry & Associates in Q1 2018 and held it in 22 quarters.
Nikulski Financial's Jack Henry & Associates position peaked at $262K in Q2 2020.
656 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2024.

Based on Nikulski Financial's 13F filing for Q1 2024, filed 18 Apr 2024.