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West Family Investments’s Jack Henry & Associates JKHY Stock Holding History

West Family Investments’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
2023
Q1 		– Sell
-1,768
Closed -$310K – 248
2022
Q4 		$310K Sell
1,768
-82
-4% -$15.1K 0.11% 156
2022
Q3 		$337K Buy
1,850
+174
+10% +$34.1K 0.14% 139
2022
Q2 		$302K Buy
1,676
+49
+3% +$9.18K 0.12% 152
2022
Q1 		$321K Buy
+1,627
New +$285K 0.09% 184
2021
Q4 		– Sell
-2,728
Closed -$448K – 354
2021
Q3 		$448K Buy
2,728
+428
+19% +$73.6K 0.12% 153
2021
Q2 		$376K Buy
+2,300
New +$367K 0.1% 183

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Family Investments's JKHY Position: Q1 2023 in Review

West Family Investments sold out of Jack Henry & Associates (JKHY) in Q1 2023, closing a stake of 1,768 shares — an estimated $310K sold.

West Family Investments first reported a position in JKHY in Q2 2021 and held it in 6 quarters. The position peaked at $448K in Q3 2021. 657 funds tracked by Wall St. Rank hold JKHY as of Q1 2023.

  • West Family Investments reported no remaining Jack Henry & Associates position as of Q1 2023 after selling out during the quarter.
  • West Family Investments sold 1,768 Jack Henry & Associates shares in Q1 2023, an estimated $310K.
  • West Family Investments first reported a position in Jack Henry & Associates in Q2 2021 and held it in 6 quarters.
  • West Family Investments's Jack Henry & Associates position peaked at $448K in Q3 2021.
  • 657 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2023.

Based on West Family Investments's 13F filing for Q1 2023, filed 3 May 2023.