Westfield Capital Management
JKHY icon

Westfield Capital Management’s Jack Henry & Associates JKHY Stock Holding History

Westfield Capital 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
2021
Q1 		– Sell
-40,929
Closed -$6.63M – 260
2020
Q4 		$6.63M Hold
40,929
– – 0.04% 200
2020
Q3 		$6.66M Sell
40,929
-95
-0.2% -$16.5K 0.04% 195
2020
Q2 		$7.55M Sell
41,024
-6,055
-13% -$1.06M 0.05% 193
2020
Q1 		$7.31M Buy
47,079
+90
+0.2% +$14K 0.06% 186
2019
Q4 		$6.84M Sell
46,989
-230
-0.5% -$33.6K 0.05% 197
2019
Q3 		$6.89M Sell
47,219
-690
-1% -$97.8K 0.06% 198
2019
Q2 		$6.42M Sell
47,909
-220
-0.5% -$30.4K 0.05% 206
2019
Q1 		$6.68M Sell
48,129
-1,625
-3% -$215K 0.05% 210
2018
Q4 		$6.29M Sell
49,754
-390
-0.8% -$55.4K 0.05% 204
2018
Q3 		$8.03M Sell
50,144
-805
-2% -$118K 0.06% 207
2018
Q2 		$6.64M Buy
50,949
+530
+1% +$65.8K 0.05% 214
2018
Q1 		$6.1M Sell
50,419
-20
-0% -$2.43K 0.05% 215
2017
Q4 		$5.9M Sell
50,439
-745
-1% -$83.2K 0.05% 213
2017
Q3 		$5.26M Sell
51,184
-38,235
-43% -$3.96M 0.04% 217
2017
Q2 		$9.29M Sell
89,419
-960
-1% -$95.8K 0.08% 204
2017
Q1 		$8.41M Sell
90,379
-1,085
-1% -$100K 0.07% 213
2016
Q4 		$8.12M Sell
91,464
-920
-1% -$78.5K 0.07% 216
2016
Q3 		$7.9M Sell
92,384
-100
-0.1% -$8.77K 0.06% 206
2016
Q2 		$8.07M Hold
92,484
– – 0.07% 204
2016
Q1 		$7.82M Buy
92,484
+4,712
+5% +$378K 0.06% 197
2015
Q4 		$6.85M Buy
87,772
+9,400
+12% +$722K 0.05% 209
2015
Q3 		$5.46M Sell
78,372
-290
-0.4% -$19.9K 0.04% 204
2015
Q2 		$5.09M Buy
78,662
+28,302
+56% +$1.88M 0.03% 231
2015
Q1 		$3.52M Buy
50,360
+10,640
+27% +$696K 0.02% 256
2014
Q4 		$2.47M Buy
39,720
+1,500
+4% +$89.5K 0.01% 265
2014
Q3 		$2.13M Buy
38,220
+3,080
+9% +$179K 0.01% 257
2014
Q2 		$2.09M Buy
35,140
+6,620
+23% +$378K 0.01% 250
2014
Q1 		$1.59M Buy
28,520
+2,230
+8% +$128K 0.01% 265
2013
Q4 		$1.56M Hold
26,290
– – 0.01% 256
2013
Q3 		$1.36M Buy
+26,290
New +$1.31M 0.01% 273

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westfield Capital Management's JKHY Position: Q1 2021 in Review

Westfield Capital Management sold out of Jack Henry & Associates (JKHY) in Q1 2021, closing a stake of 40,929 shares — an estimated $6.63M sold.

Westfield Capital Management first reported a position in JKHY in Q3 2013 and held it in 30 quarters. The position peaked at $9.29M in Q2 2017. 616 funds tracked by Wall St. Rank hold JKHY as of Q1 2021.

  • Westfield Capital Management reported no remaining Jack Henry & Associates position as of Q1 2021 after selling out during the quarter.
  • Westfield Capital Management sold 40,929 Jack Henry & Associates shares in Q1 2021, an estimated $6.63M.
  • Westfield Capital Management first reported a position in Jack Henry & Associates in Q3 2013 and held it in 30 quarters.
  • Westfield Capital Management's Jack Henry & Associates position peaked at $9.29M in Q2 2017.
  • 616 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2021.

Based on Westfield Capital Management's 13F filing for Q1 2021, filed 14 May 2021.