1M
BOX icon

13D Management’s Box BOX Stock Holding History

13D Management’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-294,012
Closed -$6.96M – 30
2021
Q3 		$6.96M Sell
294,012
-210,500
-42% -$5.17M 2.59% 23
2021
Q2 		$12.9M Sell
504,512
-151,878
-23% -$3.54M 4.43% 4
2021
Q1 		$15.1M Buy
656,390
+174,130
+36% +$3.39M 5.58% 1
2020
Q4 		$8.71M Sell
482,260
-85,777
-15% -$1.49M 3.6% 12
2020
Q3 		$9.86M Sell
568,037
-593
-0.1% -$10.9K 4.34% 7
2020
Q2 		$11.8M Sell
568,630
-291,797
-34% -$5.12M 5.13% 5
2020
Q1 		$12.1M Sell
860,427
-44,942
-5% -$669K 5.87% 2
2019
Q4 		$15.2M Buy
905,369
+286,281
+46% +$4.8M 4.61% 9
2019
Q3 		$10.3M Buy
+619,088
New +$9.94M 3.37% 18

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

13D Management's BOX Position: Q4 2021 in Review

13D Management sold out of Box (BOX) in Q4 2021, closing a stake of 294,012 shares — an estimated $6.96M sold.

13D Management first reported a position in BOX in Q3 2019 and held it in 9 quarters. The position peaked at $15.2M in Q4 2019. 312 funds tracked by Wall St. Rank hold BOX as of Q4 2021.

  • 13D Management reported no remaining Box position as of Q4 2021 after selling out during the quarter.
  • 13D Management sold 294,012 Box shares in Q4 2021, an estimated $6.96M.
  • 13D Management first reported a position in Box in Q3 2019 and held it in 9 quarters.
  • 13D Management's Box position peaked at $15.2M in Q4 2019.
  • 312 funds tracked by Wall St. Rank held Box as of Q4 2021.

Based on 13D Management's 13F filing for Q4 2021, filed 14 Feb 2022.