Aigen Investment Management’s Jack in the Box JACK Stock Holding History

Aigen Investment Management’s Portfolio JACK Stock Details JACK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-32,860	Closed	-$650K	–	797
2025 Q3	$650K	Buy	+32,860	New	+$653K	0.1%	319
2024 Q4	–	Sell	-21,869	Closed	-$1.02M	–	865
2024 Q3	$1.02M	Buy	21,869 +15,409	+239%	+$774K	0.2%	147
2024 Q2	$329K	Buy	+6,460	New	+$363K	0.06%	446
2024 Q1	–	Sell	-2,791	Closed	-$228K	–	852
2023 Q4	$228K	Sell	2,791 -3,935	-59%	-$279K	0.04%	614
2023 Q3	$464K	Sell	6,726 -19,954	-75%	-$1.7M	0.09%	385
2023 Q2	$2.6M	Sell	26,680 -7,296	-21%	-$664K	0.38%	60
2023 Q1	$2.98M	Buy	33,976 +13,936	+70%	+$1.1M	0.41%	58
2022 Q4	$1.37M	Buy	+20,040	New	+$1.54M	0.19%	139
2021 Q1	–	Sell	-2,537	Closed	-$235K	–	758
2020 Q4	$235K	Sell	2,537 -932	-27%	-$81.5K	0.03%	628
2020 Q3	$275K	Buy	+3,469	New	+$279K	0.04%	567
2020 Q2	–	Sell	-2,994	Closed	-$105K	–	1049
2020 Q1	$105K	Buy	+2,994	New	+$204K	0.01%	857

Other funds holding JACK

CCM

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aigen Investment Management's JACK Position: Q4 2025 in Review

Aigen Investment Management sold out of Jack in the Box (JACK) in Q4 2025, closing a stake of 32,860 shares — an estimated $650K sold.

Aigen Investment Management first reported a position in JACK in Q1 2020 and held it in 11 quarters. The position peaked at $2.98M in Q1 2023. 156 funds tracked by Wall St. Rank hold JACK as of Q4 2025.

Aigen Investment Management reported no remaining Jack in the Box position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 32,860 Jack in the Box shares in Q4 2025, an estimated $650K.
Aigen Investment Management first reported a position in Jack in the Box in Q1 2020 and held it in 11 quarters.
Aigen Investment Management's Jack in the Box position peaked at $2.98M in Q1 2023.
156 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.