United Fire Group’s J. Alexander's Holdings, Inc. JAX Stock Holding History

United Fire Group’s Portfolio JAX Stock Details JAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,277	Closed	-$9K	–	98
2020 Q4	$9K	Hold	1,277	–	–	﹤0.01%	94
2020 Q3	$7K	Hold	1,277	–	–	﹤0.01%	105
2020 Q2	$6K	Hold	1,277	–	–	﹤0.01%	113
2020 Q1	$5K	Hold	1,277	–	–	﹤0.01%	116
2019 Q4	$12K	Hold	1,277	–	–	﹤0.01%	115
2019 Q3	$15K	Hold	1,277	–	–	0.01%	112
2019 Q2	$14K	Hold	1,277	–	–	0.01%	112
2019 Q1	$13K	Hold	1,277	–	–	﹤0.01%	108
2018 Q4	$11K	Hold	1,277	–	–	﹤0.01%	112
2018 Q3	$15K	Hold	1,277	–	–	0.01%	107
2018 Q2	$14K	Hold	1,277	–	–	0.01%	109
2018 Q1	$15K	Hold	1,277	–	–	0.01%	108
2017 Q4	$12K	Hold	1,277	–	–	﹤0.01%	109
2017 Q3	$15K	Hold	1,277	–	–	0.01%	109
2017 Q2	$16K	Hold	1,277	–	–	0.01%	109
2017 Q1	$13K	Hold	1,277	–	–	﹤0.01%	112
2016 Q4	$14K	Hold	1,277	–	–	0.01%	113
2016 Q3	$13K	Hold	1,277	–	–	0.01%	109
2016 Q2	$13K	Hold	1,277	–	–	0.01%	109
2016 Q1	$13K	Hold	1,277	–	–	0.01%	110
2015 Q4	$14K	Sell	1,277 -1	-0.1%	-$10	0.01%	110
2015 Q3	$13K	Buy	+1,278	New	+$12.6K	0.01%	109

Other funds holding JAX

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

HPC

Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

United Fire Group's JAX Position: Q1 2021 in Review

United Fire Group sold out of J. Alexander's Holdings, Inc. (JAX) in Q1 2021, closing a stake of 1,277 shares — an estimated $9K sold.

United Fire Group first reported a position in JAX in Q3 2015 and held it in 22 quarters. The position peaked at $16K in Q2 2017. 60 funds tracked by Wall St. Rank hold JAX as of Q1 2021.

United Fire Group reported no remaining J. Alexander's Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
United Fire Group sold 1,277 J. Alexander's Holdings, Inc. shares in Q1 2021, an estimated $9K.
United Fire Group first reported a position in J. Alexander's Holdings, Inc. in Q3 2015 and held it in 22 quarters.
United Fire Group's J. Alexander's Holdings, Inc. position peaked at $16K in Q2 2017.
60 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q1 2021.

Based on United Fire Group's 13F filing for Q1 2021, filed 5 May 2021.