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Zullo Investment Group’s Jack Henry & Associates JKHY Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-107
Closed -$18.8K – 442
2022
Q4 		$18.8K Buy
107
+11
+11% +$2.03K 0.01% 404
2022
Q3 		$17K Buy
96
+13
+16% +$2.55K 0.01% 413
2022
Q2 		$15K Buy
83
+3
+4% +$562 0.01% 442
2022
Q1 		$16K Buy
80
+54
+208% +$9.44K 0.01% 461
2021
Q4 		$4K Buy
+26
New +$4.21K ﹤0.01% 690

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 $32.2B AUM 10.98% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Zullo Investment Group's JKHY Position: Q1 2023 in Review

Zullo Investment Group sold out of Jack Henry & Associates (JKHY) in Q1 2023, closing a stake of 107 shares — an estimated $18.8K sold.

Zullo Investment Group first reported a position in JKHY in Q4 2021 and held it in 5 quarters. The position peaked at $18.8K in Q4 2022. 654 funds tracked by Wall St. Rank hold JKHY as of Q1 2023.

  • Zullo Investment Group reported no remaining Jack Henry & Associates position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 107 Jack Henry & Associates shares in Q1 2023, an estimated $18.8K.
  • Zullo Investment Group first reported a position in Jack Henry & Associates in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Jack Henry & Associates position peaked at $18.8K in Q4 2022.
  • 654 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.