Lido Advisors
JACK icon

Lido Advisors’s Jack in the Box JACK Stock Holding History

Lido 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
2022
Q3 		– Sell
-5,487
Closed -$307K – 997
2022
Q2 		$307K Buy
5,487
+958
+21% +$72.7K ﹤0.01% 735
2022
Q1 		$423K Buy
+4,529
New +$401K ﹤0.01% 654

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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

Lido Advisors's JACK Position: Q3 2022 in Review

Lido Advisors sold out of Jack in the Box (JACK) in Q3 2022, closing a stake of 5,487 shares — an estimated $307K sold.

Lido Advisors first reported a position in JACK in Q1 2022 and held it in 2 quarters. The position peaked at $423K in Q1 2022. 207 funds tracked by Wall St. Rank hold JACK as of Q3 2022.

  • Lido Advisors reported no remaining Jack in the Box position as of Q3 2022 after selling out during the quarter.
  • Lido Advisors sold 5,487 Jack in the Box shares in Q3 2022, an estimated $307K.
  • Lido Advisors first reported a position in Jack in the Box in Q1 2022 and held it in 2 quarters.
  • Lido Advisors's Jack in the Box position peaked at $423K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.