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Steward Financial Group’s Jack in the Box JACK Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+8
New +$681 ﹤0.01% 1433
2022
Q3 		– Sell
-4
Closed – – 701
2022
Q2 		$0 Buy
+4
New +$304 ﹤0.01% 1161

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's JACK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Jack in the Box (JACK) in Q3 2023: 8 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in JACK as recently as Q2 2022.

Steward Financial Group first reported a position in JACK in Q2 2022 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold JACK as of Q3 2023.

  • Steward Financial Group held 8 shares of Jack in the Box worth $0 as of Q3 2023.
  • Jack in the Box was a new Steward Financial Group position in Q3 2023.
  • Jack in the Box made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1433 holding.
  • Steward Financial Group first reported a position in Jack in the Box in Q2 2022 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.