Banque Cantonale Vaudoise’s Box BOX Stock Holding History

Banque Cantonale Vaudoise’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 Q1	–	Sell	-1,649	Closed	-$51K	–	1182
2022 Q4	$51K	Hold	1,649	–	–	﹤0.01%	953
2022 Q3	$40K	Hold	1,649	–	–	﹤0.01%	1022
2022 Q2	$41K	Hold	1,649	–	–	﹤0.01%	1038
2022 Q1	$48K	Hold	1,649	–	–	﹤0.01%	1052
2021 Q4	$43K	Hold	1,649	–	–	﹤0.01%	1095
2021 Q3	$39K	Hold	1,649	–	–	﹤0.01%	1087
2021 Q2	$42K	Hold	1,649	–	–	﹤0.01%	1062
2021 Q1	$38K	Sell	1,649 -11,580	-88%	-$225K	﹤0.01%	1018
2020 Q4	$239K	Buy	+13,229	New	+$230K	0.01%	688

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return