SFG
JHG

Steward Financial Group’s Janus Henderson JHG Stock Holding History

Steward Financial Group’s Portfolio JHG Stock Details JHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3K Buy
+138
New +$3.77K ﹤0.01% 845
2023
Q2 		– Sell
-146
Closed -$3K – 737
2023
Q1 		$3K Buy
146
+86
+143% +$2.29K ﹤0.01% 422
2022
Q4 		$1K Buy
+60
New +$1.41K ﹤0.01% 430
2022
Q3 		– Sell
-7
Closed – – 710
2022
Q2 		$0 Buy
+7
New +$201 ﹤0.01% 1164

Other funds holding JHG

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Steward Financial Group's JHG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Janus Henderson (JHG) in Q3 2023: 138 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in JHG as recently as Q1 2023.

Steward Financial Group first reported a position in JHG in Q2 2022 and has held it in 4 quarters since. 291 funds tracked by Wall St. Rank hold JHG as of Q3 2023.

  • Steward Financial Group held 138 shares of Janus Henderson worth $3K as of Q3 2023.
  • Janus Henderson was a new Steward Financial Group position in Q3 2023.
  • Janus Henderson made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #845 holding.
  • Steward Financial Group first reported a position in Janus Henderson in Q2 2022 and has held it in 4 quarters since.
  • 291 funds tracked by Wall St. Rank held Janus Henderson as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.