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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $696M AUM 46.48% 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.