Moneta Group Investment Advisors’s Jack in the Box JACK Stock Holding History

Moneta Group Investment 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
2025 Q1	–	Sell	-18,475	Closed	-$769K	–	686
2024 Q4	$769K	Hold	18,475	–	–	0.01%	319
2024 Q3	$860K	Buy	+18,475	New	+$928K	0.01%	300
2018 Q3	–	Sell	-10,000	Closed	-$851K	–	305
2018 Q2	$851K	Sell	10,000 -3,294	-25%	-$284K	0.09%	127
2018 Q1	$1.13M	Hold	13,294	–	–	0.15%	73
2017 Q4	$1.3M	Sell	13,294 -3,000	-18%	-$305K	0.2%	59
2017 Q3	$1.66M	Hold	16,294	–	–	0.26%	48
2017 Q2	$1.6M	Hold	16,294	–	–	0.26%	64
2017 Q1	$1.66M	Hold	16,294	–	–	0.33%	41
2016 Q4	$1.82M	Hold	16,294	–	–	0.37%	39
2016 Q3	$1.56M	Hold	16,294	–	–	0.35%	40
2016 Q2	$1.4M	Hold	16,294	–	–	0.31%	51
2016 Q1	$1.04M	Hold	16,294	–	–	0.23%	61
2015 Q4	$1.25M	Hold	16,294	–	–	0.31%	43
2015 Q3	$1.25M	Buy	+16,294	New	+$1.39M	0.35%	39

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

Moneta Group Investment Advisors's JACK Position: Q1 2025 in Review

Moneta Group Investment Advisors sold out of Jack in the Box (JACK) in Q1 2025, closing a stake of 18,475 shares — an estimated $769K sold.

Moneta Group Investment Advisors first reported a position in JACK in Q3 2015 and held it in 14 quarters. The position peaked at $1.82M in Q4 2016. 200 funds tracked by Wall St. Rank hold JACK as of Q1 2025.

Moneta Group Investment Advisors reported no remaining Jack in the Box position as of Q1 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 18,475 Jack in the Box shares in Q1 2025, an estimated $769K.
Moneta Group Investment Advisors first reported a position in Jack in the Box in Q3 2015 and held it in 14 quarters.
Moneta Group Investment Advisors's Jack in the Box position peaked at $1.82M in Q4 2016.
200 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.