Altshuler Shaham’s Box BOX Stock Holding History

Altshuler Shaham’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 Q2	–	Sell	-1,118	Closed	-$30K	–	324
2023 Q1	$30K	Buy	+1,118	New	+$33.7K	﹤0.01%	277
2022 Q4	–	Sell	-1,280	Closed	-$32K	–	469
2022 Q3	$32K	Sell	1,280 -170	-12%	-$4.68K	﹤0.01%	298
2022 Q2	$36K	Sell	1,450 -373	-20%	-$10.4K	﹤0.01%	284
2022 Q1	$53K	Buy	+1,823	New	+$48K	﹤0.01%	358

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Altshuler Shaham's BOX Position: Q2 2023 in Review

Altshuler Shaham sold out of Box (BOX) in Q2 2023, closing a stake of 1,118 shares — an estimated $30K sold.

Altshuler Shaham first reported a position in BOX in Q1 2022 and held it in 4 quarters. The position peaked at $53K in Q1 2022. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

Altshuler Shaham reported no remaining Box position as of Q2 2023 after selling out during the quarter.
Altshuler Shaham sold 1,118 Box shares in Q2 2023, an estimated $30K.
Altshuler Shaham first reported a position in Box in Q1 2022 and held it in 4 quarters.
Altshuler Shaham's Box position peaked at $53K in Q1 2022.
343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Altshuler Shaham's 13F filing for Q2 2023, filed 24 Jul 2023.