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Westwood Holdings Group’s Jack Henry & Associates JKHY Stock Holding History

Westwood Holdings Group’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
2020
Q1 		– Sell
-98
Closed -$14K – 464
2019
Q4 		$14K Buy
+98
New +$14.3K ﹤0.01% 519
2015
Q1 		– Sell
-726,125
Closed -$45.1M – 326
2014
Q4 		$45.1M Sell
726,125
-4,237
-0.6% -$253K 0.35% 107
2014
Q3 		$40.7M Sell
730,362
-4,266
-0.6% -$248K 0.32% 113
2014
Q2 		$43.7M Buy
734,628
+3,226
+0.4% +$184K 0.32% 111
2014
Q1 		$40.8M Sell
731,402
-289
-0% -$16.6K 0.31% 108
2013
Q4 		$43.3M Sell
731,691
-55,378
-7% -$3.09M 0.33% 104
2013
Q3 		$40.7M Sell
787,069
-46,929
-6% -$2.34M 0.34% 109
2013
Q2 		$39.3M Buy
+833,998
New +$38.6M 0.34% 108

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return