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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's BOX Position: Q3 2023 in Review

Advisory Research sold out of Box (BOX) in Q3 2023, closing a stake of 9,089 shares — an estimated $267K sold.

Advisory Research first reported a position in BOX in Q1 2017 and held it in 10 quarters. The position peaked at $3.41M in Q4 2017. 326 funds tracked by Wall St. Rank hold BOX as of Q3 2023.

Advisory Research reported no remaining Box position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 9,089 Box shares in Q3 2023, an estimated $267K.
Advisory Research first reported a position in Box in Q1 2017 and held it in 10 quarters.
Advisory Research's Box position peaked at $3.41M in Q4 2017.
326 funds tracked by Wall St. Rank held Box as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.