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Stone House Investment Management’s Jack Henry & Associates JKHY Stock Holding History

Stone House Investment Management’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
Q2 		– Sell
-29
Closed -$5.09K – 411
2024
Q1 		$5.09K Hold
29
– – ﹤0.01% 289
2023
Q4 		$4.77K Hold
29
– – ﹤0.01% 215
2023
Q3 		$4.4K Buy
+29
New +$4.68K ﹤0.01% 209

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stone House Investment Management's JKHY Position: Q2 2024 in Review

Stone House Investment Management sold out of Jack Henry & Associates (JKHY) in Q2 2024, closing a stake of 29 shares — an estimated $5.09K sold.

Stone House Investment Management first reported a position in JKHY in Q3 2023 and held it in 3 quarters. The position peaked at $5.09K in Q1 2024. 668 funds tracked by Wall St. Rank hold JKHY as of Q2 2024.

  • Stone House Investment Management reported no remaining Jack Henry & Associates position as of Q2 2024 after selling out during the quarter.
  • Stone House Investment Management sold 29 Jack Henry & Associates shares in Q2 2024, an estimated $5.09K.
  • Stone House Investment Management first reported a position in Jack Henry & Associates in Q3 2023 and held it in 3 quarters.
  • Stone House Investment Management's Jack Henry & Associates position peaked at $5.09K in Q1 2024.
  • 668 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2024.

Based on Stone House Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.