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Financial Gravity Asset Management’s John B. Sanfilippo & Son JBSS Stock Holding History

Financial Gravity Asset Management’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
2023
Q1 		– Sell
-81
Closed -$133 – 1404
2022
Q4 		$133 Buy
+81
New +$6.6K ﹤0.01% 1061

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Gravity Asset Management's JBSS Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of John B. Sanfilippo & Son (JBSS) in Q1 2023, closing a stake of 81 shares — an estimated $133 sold.

Financial Gravity Asset Management first reported a position in JBSS in Q4 2022 and held it in 1 quarter. The position peaked at $133 in Q4 2022. 194 funds tracked by Wall St. Rank hold JBSS as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining John B. Sanfilippo & Son position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 81 John B. Sanfilippo & Son shares in Q1 2023, an estimated $133.
  • Financial Gravity Asset Management first reported a position in John B. Sanfilippo & Son in Q4 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's John B. Sanfilippo & Son position peaked at $133 in Q4 2022.
  • 194 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.