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Berman Capital Advisors’s Jack in the Box JACK Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Hold
11
– – ﹤0.01% 1892
2021
Q2 		$1K Hold
11
– – ﹤0.01% 1757
2021
Q1 		$1K Hold
11
– – ﹤0.01% 1653
2020
Q4 		$1K Hold
11
– – ﹤0.01% 1545
2020
Q3 		$0 Hold
11
– – ﹤0.01% 1688
2020
Q2 		$0 Buy
+11
New +$678 ﹤0.01% 1707
2020
Q1 		– Sell
-17
Closed -$1.16K – 1566
2019
Q4 		$1K Hold
17
– – ﹤0.01% 1343
2019
Q3 		$1K Buy
17
+14
+467% +$1.16K ﹤0.01% 1329
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1527
2019
Q1 		$0 Hold
3
– – ﹤0.01% 1399
2018
Q4 		$0 Buy
+3
New +$244 ﹤0.01% 1184

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's JACK Position: Q3 2021 in Review

Berman Capital Advisors held its Jack in the Box (JACK) position steady in Q3 2021 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Berman Capital Advisors first reported a position in JACK in Q4 2018 and has held it in 11 quarters since. 242 funds tracked by Wall St. Rank hold JACK as of Q3 2021.

  • Berman Capital Advisors held 11 shares of Jack in the Box worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Jack in the Box share count unchanged in Q3 2021.
  • Jack in the Box made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1892 holding.
  • Berman Capital Advisors first reported a position in Jack in the Box in Q4 2018 and has held it in 11 quarters since.
  • 242 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.