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Orion Portfolio Solutions’s Jack in the Box JACK Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-24
Closed -$2K – 1264
2020
Q2 		$2K Buy
24
+17
+243% +$1.05K ﹤0.01% 1778
2020
Q1 		$0 Buy
+7
New +$477 ﹤0.01% 2092

Other funds holding JACK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Orion Portfolio Solutions's JACK Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Jack in the Box (JACK) in Q3 2020, closing a stake of 24 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in JACK in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 246 funds tracked by Wall St. Rank hold JACK as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Jack in the Box position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 24 Jack in the Box shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Jack in the Box in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Jack in the Box position peaked at $2K in Q2 2020.
  • 246 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.