Boston Partners’s Box BOX Stock Holding History

Boston Partners’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	–	Sell	-28,054	Closed	-$679K	–	716
2023 Q3	$679K	Hold	28,054	–	–	﹤0.01%	601
2023 Q2	$824K	Hold	28,054	–	–	﹤0.01%	563
2023 Q1	$752K	Hold	28,054	–	–	﹤0.01%	549
2022 Q4	$873K	Buy	28,054 +651	+2%	+$18.6K	﹤0.01%	524
2022 Q3	$668K	Buy	27,403 +545	+2%	+$15K	﹤0.01%	560
2022 Q2	$675K	Hold	26,858	–	–	﹤0.01%	574
2022 Q1	$780K	Buy	26,858 +781	+3%	+$20.5K	﹤0.01%	578
2021 Q4	$683K	Sell	26,077 -6,002	-19%	-$155K	﹤0.01%	580
2021 Q3	$759K	Sell	32,079 -4,623	-13%	-$114K	﹤0.01%	563
2021 Q2	$938K	Sell	36,702 -685	-2%	-$16K	﹤0.01%	550
2021 Q1	$858K	Sell	37,387 -3,098	-8%	-$60.3K	﹤0.01%	592
2020 Q4	$731K	Buy	+40,485	New	+$705K	﹤0.01%	573
2015 Q4	–	Sell	-88,192	Closed	-$1.11M	–	735
2015 Q3	$1.11M	Sell	88,192 -235,983	-73%	-$3.51M	﹤0.01%	655
2015 Q2	$6.04M	Buy	+324,175	New	+$5.69M	0.01%	481

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners's BOX Position: Q4 2023 in Review

Boston Partners sold out of Box (BOX) in Q4 2023, closing a stake of 28,054 shares — an estimated $679K sold.

Boston Partners first reported a position in BOX in Q2 2015 and held it in 14 quarters. The position peaked at $6.04M in Q2 2015. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

Boston Partners reported no remaining Box position as of Q4 2023 after selling out during the quarter.
Boston Partners sold 28,054 Box shares in Q4 2023, an estimated $679K.
Boston Partners first reported a position in Box in Q2 2015 and held it in 14 quarters.
Boston Partners's Box position peaked at $6.04M in Q2 2015.
332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Boston Partners's 13F filing for Q4 2023, filed 7 Feb 2024.