Householder Group Estate & Retirement Specialist’s Jack in the Box JACK Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q3	–	Sell	-976	Closed	-$49K	–	1247
2024 Q2	$49K	Buy	976 +8	+0.8%	+$449	0.01%	480
2024 Q1	$66.3K	Buy	968 +6	+0.6%	+$452	0.02%	427
2023 Q4	$78K	Buy	962 +5	+0.5%	+$354	0.03%	380
2023 Q3	$66.1K	Buy	+957	New	+$81.4K	0.02%	392
2023 Q1	$83K	Buy	+947	New	+$74.9K	0.03%	344
2022 Q4	–	Sell	-935	Closed	-$69K	–	736
2022 Q3	$69K	Buy	+935	New	+$70.9K	0.03%	332

Other funds holding JACK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JACK Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Jack in the Box (JACK) in Q3 2024, closing a stake of 976 shares — an estimated $49K sold.

Householder Group Estate & Retirement Specialist first reported a position in JACK in Q3 2022 and held it in 6 quarters. The position peaked at $83K in Q1 2023. 205 funds tracked by Wall St. Rank hold JACK as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining Jack in the Box position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 976 Jack in the Box shares in Q3 2024, an estimated $49K.
Householder Group Estate & Retirement Specialist first reported a position in Jack in the Box in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Jack in the Box position peaked at $83K in Q1 2023.
205 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.