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

Yousif 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
2025
Q1 		– Sell
-5,389
Closed -$224K – 1914
2024
Q4 		$224K Sell
5,389
-30
-0.6% -$1.38K ﹤0.01% 1783
2024
Q3 		$252K Sell
5,419
-220
-4% -$11.1K ﹤0.01% 1789
2024
Q2 		$287K Sell
5,639
-1,054
-16% -$59.2K ﹤0.01% 1706
2024
Q1 		$458K Sell
6,693
-1,377
-17% -$104K 0.01% 1554
2023
Q4 		$659K Sell
8,070
-608
-7% -$43K 0.01% 1421
2023
Q3 		$599K Sell
8,678
-728
-8% -$62K 0.01% 1402
2023
Q2 		$917K Sell
9,406
-592
-6% -$53.9K 0.01% 1205
2023
Q1 		$876K Sell
9,998
-1,830
-15% -$145K 0.01% 1209
2022
Q4 		$807K Sell
11,828
-2,690
-19% -$207K 0.01% 1281
2022
Q3 		$1.07M Sell
14,518
-264
-2% -$20K 0.02% 1150
2022
Q2 		$829K Sell
14,782
-2,185
-13% -$166K 0.01% 1325
2022
Q1 		$1.58M Buy
16,967
+7,992
+89% +$707K 0.02% 1103
2021
Q4 		$785K Buy
+8,975
New +$834K 0.01% 1476

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

Yousif Capital Management's JACK Position: Q1 2025 in Review

Yousif Capital Management sold out of Jack in the Box (JACK) in Q1 2025, closing a stake of 5,389 shares — an estimated $224K sold.

Yousif Capital Management first reported a position in JACK in Q4 2021 and held it in 13 quarters. The position peaked at $1.58M in Q1 2022. 200 funds tracked by Wall St. Rank hold JACK as of Q1 2025.

  • Yousif Capital Management reported no remaining Jack in the Box position as of Q1 2025 after selling out during the quarter.
  • Yousif Capital Management sold 5,389 Jack in the Box shares in Q1 2025, an estimated $224K.
  • Yousif Capital Management first reported a position in Jack in the Box in Q4 2021 and held it in 13 quarters.
  • Yousif Capital Management's Jack in the Box position peaked at $1.58M in Q1 2022.
  • 200 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2025.

Based on Yousif Capital Management's 13F filing for Q1 2025, filed 14 Apr 2025.