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

Squar Milner 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
2020 Q1	–	Sell	-592	Closed	-$86K	–	823
2019 Q4	$86K	Buy	+592	New	+$86.5K	0.04%	361
2019 Q3	–	Sell	-39	Closed	-$5K	–	471
2019 Q2	$5K	Sell	39 -37	-49%	-$5.12K	﹤0.01%	596
2019 Q1	$10K	Hold	76	–	–	0.01%	521
2018 Q4	$10K	Hold	76	–	–	0.01%	468
2018 Q3	$12K	Hold	76	–	–	0.01%	467
2018 Q2	$10K	Buy	+76	New	+$9.43K	0.01%	583

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Squar Milner Financial Services's JKHY Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Jack Henry & Associates (JKHY) in Q1 2020, closing a stake of 592 shares — an estimated $86K sold.

Squar Milner Financial Services first reported a position in JKHY in Q2 2018 and held it in 6 quarters. The position peaked at $86K in Q4 2019. 587 funds tracked by Wall St. Rank hold JKHY as of Q1 2020.

Squar Milner Financial Services reported no remaining Jack Henry & Associates position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 592 Jack Henry & Associates shares in Q1 2020, an estimated $86K.
Squar Milner Financial Services first reported a position in Jack Henry & Associates in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's Jack Henry & Associates position peaked at $86K in Q4 2019.
587 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.