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Advisory Research’s Box BOX Stock Holding History

Advisory Research’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
2023
Q3 		– Sell
-9,089
Closed -$267K – 432
2023
Q2 		$267K Sell
9,089
-32,336
-78% -$895K 0.03% 395
2023
Q1 		$1.11M Sell
41,425
-49,140
-54% -$1.48M 0.18% 145
2022
Q4 		$2.82M Buy
90,565
+1,178
+1% +$33.6K 0.27% 62
2022
Q3 		$2.18M Buy
89,387
+29,001
+48% +$798K 0.21% 83
2022
Q2 		$1.52M Buy
60,386
+32,371
+116% +$904K 0.15% 107
2022
Q1 		$814K Buy
+28,015
New +$737K 0.07% 206
2018
Q1 		– Sell
-161,411
Closed -$3.41M – 378
2017
Q4 		$3.41M Buy
161,411
+40,683
+34% +$858K 0.06% 176
2017
Q3 		$2.33M Sell
120,728
-3,624
-3% -$68.1K 0.04% 199
2017
Q2 		$2.27M Buy
124,352
+1,198
+1% +$21.6K 0.04% 204
2017
Q1 		$2.01M Buy
+123,154
New +$2.08M 0.03% 249

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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