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Mount Yale Investment Advisors’s Jack in the Box JACK Stock Holding History

Mount Yale 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
2021
Q1 		– Sell
-2,604
Closed -$242K – 431
2020
Q4 		$242K Buy
2,604
+81
+3% +$7.09K 0.03% 345
2020
Q3 		$200K Sell
2,523
-819
-25% -$65.9K 0.03% 332
2020
Q2 		$248K Buy
+3,342
New +$206K 0.04% 283

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's JACK Position: Q1 2021 in Review

Mount Yale Investment Advisors sold out of Jack in the Box (JACK) in Q1 2021, closing a stake of 2,604 shares — an estimated $242K sold.

Mount Yale Investment Advisors first reported a position in JACK in Q2 2020 and held it in 3 quarters. The position peaked at $248K in Q2 2020. 261 funds tracked by Wall St. Rank hold JACK as of Q1 2021.

  • Mount Yale Investment Advisors reported no remaining Jack in the Box position as of Q1 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,604 Jack in the Box shares in Q1 2021, an estimated $242K.
  • Mount Yale Investment Advisors first reported a position in Jack in the Box in Q2 2020 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Jack in the Box position peaked at $248K in Q2 2020.
  • 261 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2021, filed 4 May 2021.