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Sargent Bickham Lagudis’s Jack in the Box JACK Stock Holding History

Sargent Bickham Lagudis’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
2018
Q4 		– Sell
-65
Closed -$5K – 771
2018
Q3 		$5K Buy
+65
New +$5.62K ﹤0.01% 688
2018
Q1 		– Sell
-32
Closed -$3K – 785
2017
Q4 		$3K Hold
32
– – ﹤0.01% 730
2017
Q3 		$3K Buy
32
+1
+3% +$96 ﹤0.01% 736
2017
Q2 		$3K Hold
31
– – ﹤0.01% 691
2017
Q1 		$3K Buy
+31
New +$3.21K ﹤0.01% 683

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
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Sargent Bickham Lagudis's JACK Position: Q4 2018 in Review

Sargent Bickham Lagudis sold out of Jack in the Box (JACK) in Q4 2018, closing a stake of 65 shares — an estimated $5K sold.

Sargent Bickham Lagudis first reported a position in JACK in Q1 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 224 funds tracked by Wall St. Rank hold JACK as of Q4 2018.

  • Sargent Bickham Lagudis reported no remaining Jack in the Box position as of Q4 2018 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 65 Jack in the Box shares in Q4 2018, an estimated $5K.
  • Sargent Bickham Lagudis first reported a position in Jack in the Box in Q1 2017 and held it in 5 quarters.
  • Sargent Bickham Lagudis's Jack in the Box position peaked at $5K in Q3 2018.
  • 224 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2018, filed 13 Sep 2021.