Bank of New York Mellon’s Boxed, Inc. BOXD Stock Holding History

Bank of New York Mellon’s Portfolio BOXD Stock Details BOXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-148,040	Closed	-$28.1K	–	4537
2023 Q1	$28.1K	Sell	148,040 -7,107	-5%	-$3.19K	﹤0.01%	4270
2022 Q4	$30.2K	Buy	155,147 +10,287	+7%	+$5.25K	﹤0.01%	4304
2022 Q3	$134K	Buy	144,860 +103,380	+249%	+$151K	﹤0.01%	4140
2022 Q2	$77K	Buy	41,480 +20,908	+102%	+$161K	﹤0.01%	4286
2022 Q1	$209K	Buy	+20,572	New	+$209K	﹤0.01%	4214

Other funds holding BOXD

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Bank of New York Mellon's BOXD Position: Q2 2023 in Review

Bank of New York Mellon sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 148,040 shares — an estimated $28.1K sold.

Bank of New York Mellon first reported a position in BOXD in Q1 2022 and held it in 5 quarters. The position peaked at $209K in Q1 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

Bank of New York Mellon reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
Bank of New York Mellon sold 148,040 Boxed, Inc. shares in Q2 2023, an estimated $28.1K.
Bank of New York Mellon first reported a position in Boxed, Inc. in Q1 2022 and held it in 5 quarters.
Bank of New York Mellon's Boxed, Inc. position peaked at $209K in Q1 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on Bank of New York Mellon's 13F filing for Q2 2023, filed 3 Aug 2023.