Blue Trust Inc’s Boxed, Inc. BOXD Stock Holding History

Blue Trust Inc’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 Q1	–	Sell	-100	Closed	–	–	2730
2022 Q4	$0	Hold	100	–	–	﹤0.01%	2554
2022 Q3	$0	Hold	100	–	–	﹤0.01%	2406
2022 Q2	$1K	Buy	+100	New	+$772	﹤0.01%	1865

Other funds holding BOXD

HLA

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Blue Trust Inc's BOXD Position: Q1 2023 in Review

Blue Trust Inc sold out of Boxed, Inc. (BOXD) in Q1 2023, closing a stake of 100 shares.

Blue Trust Inc first reported a position in BOXD in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 51 funds tracked by Wall St. Rank hold BOXD as of Q1 2023.

Blue Trust Inc reported no remaining Boxed, Inc. position as of Q1 2023 after selling out during the quarter.
Blue Trust Inc sold 100 Boxed, Inc. shares in Q1 2023.
Blue Trust Inc first reported a position in Boxed, Inc. in Q2 2022 and held it in 3 quarters.
Blue Trust Inc's Boxed, Inc. position peaked at $1K in Q2 2022.
51 funds tracked by Wall St. Rank held Boxed, Inc. as of Q1 2023.

Based on Blue Trust Inc's 13F filing for Q1 2023, filed 17 Apr 2023.