LRI Investments’s Janus International JBI Stock Holding History

LRI Investments’s Portfolio JBI Stock Details JBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-152	Closed	-$1.1K	–	1165
2024 Q3	$1.1K	Sell	152 -147	-49%	-$1.71K	﹤0.01%	1097
2024 Q2	$3.78K	Buy	+299	New	+$4.18K	﹤0.01%	966

Other funds holding JBI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

LRI Investments's JBI Position: Q4 2024 in Review

LRI Investments sold out of Janus International (JBI) in Q4 2024, closing a stake of 152 shares — an estimated $1.1K sold.

LRI Investments first reported a position in JBI in Q2 2024 and held it in 2 quarters. The position peaked at $3.78K in Q2 2024. 186 funds tracked by Wall St. Rank hold JBI as of Q4 2024.

LRI Investments reported no remaining Janus International position as of Q4 2024 after selling out during the quarter.
LRI Investments sold 152 Janus International shares in Q4 2024, an estimated $1.1K.
LRI Investments first reported a position in Janus International in Q2 2024 and held it in 2 quarters.
LRI Investments's Janus International position peaked at $3.78K in Q2 2024.
186 funds tracked by Wall St. Rank held Janus International as of Q4 2024.

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