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Schechter Investment Advisors’s Jack Henry & Associates JKHY Stock Holding History

Schechter Investment Advisors’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
Q3 		– Sell
-1,222
Closed -$203K – 690
2024
Q2 		$203K Sell
1,222
-39
-3% -$6.47K 0.02% 563
2024
Q1 		$219K Buy
1,261
+34
+3% +$5.79K 0.02% 565
2023
Q4 		$201K Buy
+1,227
New +$188K 0.02% 565
2023
Q1 		– Sell
-1,239
Closed -$218K – 721
2022
Q4 		$218K Sell
1,239
-244
-16% -$45.1K 0.02% 729
2022
Q3 		$270K Sell
1,483
-66
-4% -$12.9K 0.03% 740
2022
Q2 		$278K Buy
+1,549
New +$290K 0.03% 738

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schechter Investment Advisors's JKHY Position: Q3 2024 in Review

Schechter Investment Advisors sold out of Jack Henry & Associates (JKHY) in Q3 2024, closing a stake of 1,222 shares — an estimated $203K sold.

Schechter Investment Advisors first reported a position in JKHY in Q2 2022 and held it in 6 quarters. The position peaked at $278K in Q2 2022. 692 funds tracked by Wall St. Rank hold JKHY as of Q3 2024.

  • Schechter Investment Advisors reported no remaining Jack Henry & Associates position as of Q3 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,222 Jack Henry & Associates shares in Q3 2024, an estimated $203K.
  • Schechter Investment Advisors first reported a position in Jack Henry & Associates in Q2 2022 and held it in 6 quarters.
  • Schechter Investment Advisors's Jack Henry & Associates position peaked at $278K in Q2 2022.
  • 692 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2024.

Based on Schechter Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.