TCWP’s Janus Henderson JHG Stock Holding History

TCWP’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 Q2	–	Sell	-11,776	Closed	-$314K	–	215
2023 Q1	$314K	Buy	+11,776	New	+$314K	0.06%	181
2022 Q2	–	Sell	-54	Closed	-$1K	–	1023
2022 Q1	$1K	Buy	+54	New	+$1.95K	﹤0.01%	1541

Other funds holding JHG

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TCWP's JHG Position: Q2 2023 in Review

TCWP sold out of Janus Henderson (JHG) in Q2 2023, closing a stake of 11,776 shares — an estimated $314K sold.

TCWP first reported a position in JHG in Q1 2022 and held it in 2 quarters. The position peaked at $314K in Q1 2023. 287 funds tracked by Wall St. Rank hold JHG as of Q2 2023.

TCWP reported no remaining Janus Henderson position as of Q2 2023 after selling out during the quarter.
TCWP sold 11,776 Janus Henderson shares in Q2 2023, an estimated $314K.
TCWP first reported a position in Janus Henderson in Q1 2022 and held it in 2 quarters.
TCWP's Janus Henderson position peaked at $314K in Q1 2023.
287 funds tracked by Wall St. Rank held Janus Henderson as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.