BAM
JACK icon

Belpointe Asset Management’s Jack in the Box JACK Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-299
Closed -$26.2K – 1994
2023
Q1 		$26.2K Buy
299
+1
+0.3% +$79 ﹤0.01% 2145
2022
Q4 		$20.4K Buy
+298
New +$22.9K ﹤0.01% 2170

Other funds holding JACK

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Belpointe Asset Management's JACK Position: Q2 2023 in Review

Belpointe Asset Management sold out of Jack in the Box (JACK) in Q2 2023, closing a stake of 299 shares — an estimated $26.2K sold.

Belpointe Asset Management first reported a position in JACK in Q4 2022 and held it in 2 quarters. The position peaked at $26.2K in Q1 2023. 210 funds tracked by Wall St. Rank hold JACK as of Q2 2023.

  • Belpointe Asset Management reported no remaining Jack in the Box position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 299 Jack in the Box shares in Q2 2023, an estimated $26.2K.
  • Belpointe Asset Management first reported a position in Jack in the Box in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Jack in the Box position peaked at $26.2K in Q1 2023.
  • 210 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.