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FORA Capital’s Jack in the Box JACK Stock Holding History

FORA Capital’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
2024
Q4 		– Sell
-14,846
Closed -$691K – 492
2024
Q3 		$691K Buy
14,846
+6,925
+87% +$348K 0.08% 246
2024
Q2 		$403K Sell
7,921
-578
-7% -$32.5K 0.05% 312
2024
Q1 		$582K Buy
+8,499
New +$640K 0.05% 303
2023
Q4 		– Sell
-9,868
Closed -$681K – 531
2023
Q3 		$681K Buy
+9,868
New +$840K 0.06% 294
2021
Q2 		– Sell
-3,218
Closed -$353K – 1011
2021
Q1 		$353K Buy
+3,218
New +$327K 0.12% 205
2020
Q4 		– Sell
-926
Closed -$73K – 1026
2020
Q3 		$73K Buy
+926
New +$74.5K 0.05% 371
2020
Q2 		– Sell
-12,774
Closed -$448K – 1101
2020
Q1 		$448K Buy
12,774
+7,567
+145% +$515K 0.1% 265
2019
Q4 		$406K Buy
+5,207
New +$431K 0.04% 445

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FORA Capital's JACK Position: Q4 2024 in Review

FORA Capital sold out of Jack in the Box (JACK) in Q4 2024, closing a stake of 14,846 shares — an estimated $691K sold.

FORA Capital first reported a position in JACK in Q4 2019 and held it in 8 quarters. The position peaked at $691K in Q3 2024. 206 funds tracked by Wall St. Rank hold JACK as of Q4 2024.

  • FORA Capital reported no remaining Jack in the Box position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 14,846 Jack in the Box shares in Q4 2024, an estimated $691K.
  • FORA Capital first reported a position in Jack in the Box in Q4 2019 and held it in 8 quarters.
  • FORA Capital's Jack in the Box position peaked at $691K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.