Lazard Asset Management
JACK icon

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

Lazard 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
2025
Q2 		– Sell
-75
Closed -$2K – 2413
2025
Q1 		$2K Buy
+75
New +$2.76K ﹤0.01% 2205
2024
Q1 		– Sell
-1,363
Closed -$111K – 2215
2023
Q4 		$111K Sell
1,363
-715
-34% -$50.6K ﹤0.01% 1618
2023
Q3 		$143K Buy
2,078
+737
+55% +$62.7K ﹤0.01% 1499
2023
Q2 		$130K Buy
1,341
+911
+212% +$82.9K ﹤0.01% 1480
2023
Q1 		$37K Hold
430
– – ﹤0.01% 1879
2022
Q4 		$29K Hold
430
– – ﹤0.01% 2031
2022
Q3 		$31K Buy
+430
New +$32.6K ﹤0.01% 1975
2022
Q1 		– Sell
-743
Closed -$64K – 2422
2021
Q4 		$64K Buy
743
+113
+18% +$10.5K ﹤0.01% 1634
2021
Q3 		$61K Sell
630
-33
-5% -$3.44K ﹤0.01% 1589
2021
Q2 		$73K Buy
663
+87
+15% +$10.2K ﹤0.01% 1439
2021
Q1 		$63K Buy
576
+124
+27% +$12.6K ﹤0.01% 1345
2020
Q4 		$41K Hold
452
– – ﹤0.01% 1452
2020
Q3 		$35K Buy
+452
New +$36.4K ﹤0.01% 1289
2015
Q4 		– Sell
-3,993
Closed -$307K – 1126
2015
Q3 		$307K Sell
3,993
-43,687
-92% -$3.73M ﹤0.01% 741
2015
Q2 		$4.2M Buy
47,680
+4,211
+10% +$378K 0.01% 547
2015
Q1 		$4.17M Buy
43,469
+2,886
+7% +$262K 0.01% 563
2014
Q4 		$3.24M Sell
40,583
-16,610
-29% -$1.21M 0.01% 603
2014
Q3 		$3.9M Buy
57,193
+19,621
+52% +$1.18M 0.01% 540
2014
Q2 		$2.25M Buy
37,572
+35
+0.1% +$2.01K ﹤0.01% 637
2014
Q1 		$2.21M Buy
37,537
+688
+2% +$37.5K ﹤0.01% 592
2013
Q4 		$1.84M Buy
36,849
+6,636
+22% +$293K ﹤0.01% 645
2013
Q3 		$1.21M Buy
+30,213
New +$1.22M ﹤0.01% 662

Other funds holding JACK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management's JACK Position: Q2 2025 in Review

Lazard Asset Management sold out of Jack in the Box (JACK) in Q2 2025, closing a stake of 75 shares — an estimated $2K sold.

Lazard Asset Management first reported a position in JACK in Q3 2013 and held it in 22 quarters. The position peaked at $4.2M in Q2 2015. 184 funds tracked by Wall St. Rank hold JACK as of Q2 2025.

  • Lazard Asset Management reported no remaining Jack in the Box position as of Q2 2025 after selling out during the quarter.
  • Lazard Asset Management sold 75 Jack in the Box shares in Q2 2025, an estimated $2K.
  • Lazard Asset Management first reported a position in Jack in the Box in Q3 2013 and held it in 22 quarters.
  • Lazard Asset Management's Jack in the Box position peaked at $4.2M in Q2 2015.
  • 184 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2025.

Based on Lazard Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.