Brad Gerstner’s Box BOX Stock Holding History

Brad Gerstner’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
2016 Q1	–	Sell	-533,500	Closed	-$7.45M	–	16
2015 Q4	$7.45M	Buy	533,500 +133,500	+33%	+$1.75M	0.41%	20
2015 Q3	$5.03M	Buy	+400,000	New	+$5.96M	0.32%	19

Other funds holding BOX

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Nokota Management New York $165M AUM

SVGI

Sapphire Ventures (GPE) I Palo Alto, California $115M AUM 11.63% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

DST Managers Grand Cayman, Cayman Islands $733K AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Brad Gerstner's BOX Position: Q1 2016 in Review

Brad Gerstner sold out of Box (BOX) in Q1 2016, closing a stake of 533,500 shares — an estimated $7.45M sold.

Brad Gerstner first reported a position in BOX in Q3 2015 and held it in 2 quarters. The position peaked at $7.45M in Q4 2015. 96 funds tracked by Wall St. Rank hold BOX as of Q1 2016.

Brad Gerstner reported no remaining Box position as of Q1 2016 after selling out during the quarter.
Brad Gerstner sold 533,500 Box shares in Q1 2016, an estimated $7.45M.
Brad Gerstner first reported a position in Box in Q3 2015 and held it in 2 quarters.
Brad Gerstner's Box position peaked at $7.45M in Q4 2015.
96 funds tracked by Wall St. Rank held Box as of Q1 2016.

Based on Altimeter Capital Management's 13F filing for Q1 2016, filed 16 May 2016.