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Aperio Group’s Box BOX Stock Holding History

Aperio 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
2020
Q4 		$472K Buy
26,163
+5,547
+27% +$96.6K ﹤0.01% 1994
2020
Q3 		$358K Buy
20,616
+2,476
+14% +$45.7K ﹤0.01% 1990
2020
Q2 		$377K Buy
18,140
+1,364
+8% +$23.9K ﹤0.01% 1910
2020
Q1 		$236K Buy
+16,776
New +$250K ﹤0.01% 2025
2019
Q3 		– Sell
-11,778
Closed -$207K – 2366
2019
Q2 		$207K Buy
11,778
+576
+5% +$11K ﹤0.01% 2164
2019
Q1 		$216K Sell
11,202
-490
-4% -$10.2K ﹤0.01% 2133
2018
Q4 		$197K Buy
11,692
+1,276
+12% +$23.5K ﹤0.01% 2132
2018
Q3 		$249K Sell
10,416
-336
-3% -$8.46K ﹤0.01% 2100
2018
Q2 		$269K Buy
10,752
+939
+10% +$23.3K ﹤0.01% 2045
2018
Q1 		$202K Sell
9,813
-917
-9% -$19.7K ﹤0.01% 2135
2017
Q4 		$227K Buy
+10,730
New +$226K ﹤0.01% 2091

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
SV
Starboard Value New York $4.57B AUM 4.97% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aperio Group's BOX Position: Q4 2020 in Review

Aperio Group increased its Box (BOX) stake by 27% in Q4 2020, buying an estimated $96.6K and bringing the position to 26,163 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Aperio Group first reported a position in BOX in Q4 2017 and has held it in 11 quarters since. 288 funds tracked by Wall St. Rank hold BOX as of Q4 2020.

  • Aperio Group held 26,163 shares of Box worth $472K as of Q4 2020.
  • Aperio Group bought 5,547 Box shares in Q4 2020, an estimated $96.6K.
  • Box made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1994 holding.
  • Aperio Group first reported a position in Box in Q4 2017 and has held it in 11 quarters since.
  • 288 funds tracked by Wall St. Rank held Box as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.