Bank Julius Baer & Co’s Box BOX Stock Holding History

Bank Julius Baer & Co’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 Q1	–	Sell	-3,102	Closed	-$56K	–	826
2020 Q4	$56K	Sell	3,102 -18,387	-86%	-$320K	﹤0.01%	671
2020 Q3	$373K	Buy	+21,489	New	+$397K	﹤0.01%	424

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunriver Management Greenwich, Connecticut $637M AUM 2.87% 1-Year Est. Return

Bank Julius Baer & Co's BOX Position: Q1 2021 in Review

Bank Julius Baer & Co sold out of Box (BOX) in Q1 2021, closing a stake of 3,102 shares — an estimated $56K sold.

Bank Julius Baer & Co first reported a position in BOX in Q3 2020 and held it in 2 quarters. The position peaked at $373K in Q3 2020. 304 funds tracked by Wall St. Rank hold BOX as of Q1 2021.

Bank Julius Baer & Co reported no remaining Box position as of Q1 2021 after selling out during the quarter.
Bank Julius Baer & Co sold 3,102 Box shares in Q1 2021, an estimated $56K.
Bank Julius Baer & Co first reported a position in Box in Q3 2020 and held it in 2 quarters.
Bank Julius Baer & Co's Box position peaked at $373K in Q3 2020.
304 funds tracked by Wall St. Rank held Box as of Q1 2021.

Based on Bank Julius Baer & Co's 13F filing for Q1 2021, filed 10 May 2021.