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Prelude Capital Management’s Jack in the Box JACK Stock Holding History

Prelude Capital Management’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
-25,000
Closed -$1.85M – 2087
2020
Q2 		$1.85M Buy
+25,000
New +$1.54M 0.1% 179
2018
Q1 		– Sell
-200
Closed -$20K – 1614
2017
Q4 		$20K Sell
200
-2,700
-93% -$275K ﹤0.01% 1136
2017
Q3 		$296K Buy
+2,900
New +$277K 0.03% 522

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prelude Capital Management's JACK Position: Q4 2023 in Review

Prelude Capital Management sold out of Jack in the Box (JACK) in Q4 2023, closing a stake of 3,795 shares — an estimated $262K sold.

Prelude Capital Management first reported a position in JACK in Q1 2014 and held it in 27 quarters. The position peaked at $2.55M in Q1 2021. 217 funds tracked by Wall St. Rank hold JACK as of Q4 2023.

  • Prelude Capital Management reported no remaining Jack in the Box position as of Q4 2023 after selling out during the quarter.
  • Prelude Capital Management sold 3,795 Jack in the Box shares in Q4 2023, an estimated $262K.
  • Prelude Capital Management first reported a position in Jack in the Box in Q1 2014 and held it in 27 quarters.
  • Prelude Capital Management's Jack in the Box position peaked at $2.55M in Q1 2021.
  • 217 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2023.

Based on Prelude Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.