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Bell Investment Advisors’s John B. Sanfilippo & Son JBSS Stock Holding History

Bell Investment Advisors’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-29
Closed -$2.82K – 1909
2024
Q2 		$2.82K Hold
29
– – ﹤0.01% 1209
2024
Q1 		$3.07K Hold
29
– – ﹤0.01% 1158
2023
Q4 		$2.99K Hold
29
– – ﹤0.01% 1152
2023
Q3 		$2.87K Hold
29
– – ﹤0.01% 1108
2023
Q2 		$3.4K Hold
29
– – ﹤0.01% 1021
2023
Q1 		$2.81K Hold
29
– – ﹤0.01% 1078
2022
Q4 		$2.36K Buy
+29
New +$2.36K ﹤0.01% 1200

Other funds holding JBSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bell Investment Advisors's JBSS Position: Q3 2024 in Review

Bell Investment Advisors sold out of John B. Sanfilippo & Son (JBSS) in Q3 2024, closing a stake of 29 shares — an estimated $2.82K sold.

Bell Investment Advisors first reported a position in JBSS in Q4 2022 and held it in 7 quarters. The position peaked at $3.4K in Q2 2023. 202 funds tracked by Wall St. Rank hold JBSS as of Q3 2024.

  • Bell Investment Advisors reported no remaining John B. Sanfilippo & Son position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 29 John B. Sanfilippo & Son shares in Q3 2024, an estimated $2.82K.
  • Bell Investment Advisors first reported a position in John B. Sanfilippo & Son in Q4 2022 and held it in 7 quarters.
  • Bell Investment Advisors's John B. Sanfilippo & Son position peaked at $3.4K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.