Shaker Financial Services, LLC
Holdings in JHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,874,485 | 137,124 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $2,444,906 | 174,761 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,537,638 | 183,223 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,986,634 | 146,399 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,437,959 | 105,114 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,946,888 | 138,470 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $2,706,403 | 203,489 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $2,904,701 | 220,220 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $2,516,584 | 194,481 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $1,829,231 | 150,554 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $1,832,104 | 144,945 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $1,752,273 | 138,083 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $721,112 | 57,505 | Shares | Sole | 2023-02-03 |
| 2021-09-30 | $248,215 | 13,302 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $309,183 | 16,411 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $571,110 | 31,746 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $700,402 | 40,556 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $448,590 | 28,338 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $1,234,146 | 79,571 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $1,648,583 | 131,048 | Shares | Sole | 2020-05-01 |