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Sowell Financial Services’s Jack Henry & Associates JKHY Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,909
Closed -$303K – 1668
2021
Q1 		$303K Sell
1,909
-66
-3% -$10.1K 0.01% 841
2020
Q4 		$320K Sell
1,975
-81
-4% -$12.9K 0.01% 672
2020
Q3 		$334K Sell
2,056
-85
-4% -$14.8K 0.02% 579
2020
Q2 		$394K Sell
2,141
-2,060
-49% -$359K 0.02% 518
2020
Q1 		$652K Sell
4,201
-715
-15% -$111K 0.05% 327
2019
Q4 		$716K Buy
4,916
+3,105
+171% +$453K 0.05% 345
2019
Q3 		$264K Buy
+1,811
New +$257K 0.02% 567

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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 $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sowell Financial Services's JKHY Position: Q2 2021 in Review

Sowell Financial Services sold out of Jack Henry & Associates (JKHY) in Q2 2021, closing a stake of 1,909 shares — an estimated $303K sold.

Sowell Financial Services first reported a position in JKHY in Q3 2019 and held it in 7 quarters. The position peaked at $716K in Q4 2019. 620 funds tracked by Wall St. Rank hold JKHY as of Q2 2021.

  • Sowell Financial Services reported no remaining Jack Henry & Associates position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,909 Jack Henry & Associates shares in Q2 2021, an estimated $303K.
  • Sowell Financial Services first reported a position in Jack Henry & Associates in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Jack Henry & Associates position peaked at $716K in Q4 2019.
  • 620 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.