SA
JACK icon

SRH Advisors’s Jack in the Box JACK Stock Holding History

SRH 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
2024
Q4 		– Sell
-600
Closed -$27.9K – 287
2024
Q3 		$27.9K Hold
600
– – 0.01% 154
2024
Q2 		$30.6K Sell
600
-450
-43% -$25.3K 0.01% 147
2024
Q1 		$71.9K Hold
1,050
– – 0.02% 110
2023
Q4 		$85.7K Hold
1,050
– – 0.03% 100
2023
Q3 		$72.5K Hold
1,050
– – 0.04% 98
2023
Q2 		$92K Hold
1,050
– – 0.05% 86
2023
Q1 		$92K Hold
1,050
– – 0.05% 86
2022
Q4 		$72K Hold
1,050
– – 0.04% 97
2022
Q3 		$78K Hold
1,050
– – 0.1% 92
2022
Q2 		$59K Hold
1,050
– – 0.07% 108
2022
Q1 		$98K Buy
1,050
+300
+40% +$26.6K 0.11% 93
2021
Q4 		$66K Hold
750
– – 0.08% 119
2021
Q3 		$73K Buy
+750
New +$78.2K 0.09% 103

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SRH Advisors's JACK Position: Q4 2024 in Review

SRH Advisors sold out of Jack in the Box (JACK) in Q4 2024, closing a stake of 600 shares — an estimated $27.9K sold.

SRH Advisors first reported a position in JACK in Q3 2021 and held it in 13 quarters. The position peaked at $98K in Q1 2022. 206 funds tracked by Wall St. Rank hold JACK as of Q4 2024.

  • SRH Advisors reported no remaining Jack in the Box position as of Q4 2024 after selling out during the quarter.
  • SRH Advisors sold 600 Jack in the Box shares in Q4 2024, an estimated $27.9K.
  • SRH Advisors first reported a position in Jack in the Box in Q3 2021 and held it in 13 quarters.
  • SRH Advisors's Jack in the Box position peaked at $98K in Q1 2022.
  • 206 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2024.

Based on SRH Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.