Summit Trail Advisors’s Janus Henderson JHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,538
| Closed | -$406K | – | 447 |
|
|
2024
Q4 | $406K | Buy |
+9,538
| New | +$406K | 0.02% | 248 |
|
|
2018
Q3 | – | Sell |
-1,397
| Closed | -$43K | – | 368 |
|
|
2018
Q2 | $43K | Buy |
+1,397
| New | +$43K | 0.02% | 314 |
|
|
2018
Q1 | – | Sell |
-1,752
| Closed | -$70K | – | 1073 |
|
|
2017
Q4 | $70K | Buy |
+1,752
| New | +$70K | 0.01% | 727 |
|