AG
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AlphaSimPlex Group’s Box BOX Stock Holding History

AlphaSimPlex Group’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
-14,233
Closed -$337K – 151
2021
Q3 		$337K Sell
14,233
-20,177
-59% -$496K 0.28% 157
2021
Q2 		$879K Sell
34,410
-5,275
-13% -$123K 0.44% 89
2021
Q1 		$911K Sell
39,685
-9,369
-19% -$182K 0.38% 111
2020
Q4 		$885K Buy
49,054
+19,827
+68% +$345K 0.31% 134
2020
Q3 		$507K Buy
29,227
+12,475
+74% +$230K 0.23% 177
2020
Q2 		$348K Sell
16,752
-2,931
-15% -$51.5K 0.26% 153
2020
Q1 		$276K Buy
+19,683
New +$293K 0.42% 79

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
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