Bartlett & Co’s Box BOX Stock Holding History

Bartlett & 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
2023 Q4	$52K	Hold	2,000	–	–	﹤0.01%	698
2023 Q3	$48K	Hold	2,000	–	–	﹤0.01%	672
2023 Q2	$59K	Hold	2,000	–	–	﹤0.01%	635
2023 Q1	$54K	Hold	2,000	–	–	﹤0.01%	558
2022 Q4	$62K	Hold	2,000	–	–	﹤0.01%	548
2022 Q3	$49K	Hold	2,000	–	–	﹤0.01%	564
2022 Q2	$50K	Hold	2,000	–	–	﹤0.01%	568
2022 Q1	$58K	Buy	+2,000	New	+$52.6K	﹤0.01%	564
2021 Q4	–	Sell	-2,000	Closed	-$47K	–	465
2021 Q3	$47K	Hold	2,000	–	–	﹤0.01%	516
2021 Q2	$51K	Hold	2,000	–	–	﹤0.01%	503
2021 Q1	$46K	Hold	2,000	–	–	﹤0.01%	550
2020 Q4	$36K	Hold	2,000	–	–	﹤0.01%	581
2020 Q3	$35K	Hold	2,000	–	–	﹤0.01%	536
2020 Q2	$42K	Hold	2,000	–	–	﹤0.01%	522
2020 Q1	$28K	Buy	+2,000	New	+$29.8K	﹤0.01%	539
2019 Q3	$33K	Buy	+2,000	New	+$32.1K	﹤0.01%	588

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bartlett & Co's BOX Position: Q4 2023 in Review

Bartlett & Co held its Box (BOX) position steady in Q4 2023 at 2,000 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Bartlett & Co first reported a position in BOX in Q3 2019 and has held it in 16 quarters since. The position peaked at $62K in Q4 2022. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

Bartlett & Co held 2,000 shares of Box worth $52K as of Q4 2023.
Bartlett & Co left its Box share count unchanged in Q4 2023.
Box made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #698 holding.
Bartlett & Co first reported a position in Box in Q3 2019 and has held it in 16 quarters since.
Bartlett & Co's Box position peaked at $62K in Q4 2022.
332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.