BSA
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Braun Stacey Associates’s Box BOX Stock Holding History

Braun Stacey Associates’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
-594,148
Closed -$18.5M – 129
2022
Q4 		$18.5M Buy
594,148
+24,770
+4% +$707K 1.06% 41
2022
Q3 		$13.9M Buy
569,378
+205,888
+57% +$5.66M 0.84% 55
2022
Q2 		$9.14M Buy
+363,490
New +$10.2M 0.52% 83

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Braun Stacey Associates's BOX Position: Q1 2023 in Review

Braun Stacey Associates sold out of Box (BOX) in Q1 2023, closing a stake of 594,148 shares — an estimated $18.5M sold.

Braun Stacey Associates first reported a position in BOX in Q2 2022 and held it in 3 quarters. The position peaked at $18.5M in Q4 2022. 364 funds tracked by Wall St. Rank hold BOX as of Q1 2023.

  • Braun Stacey Associates reported no remaining Box position as of Q1 2023 after selling out during the quarter.
  • Braun Stacey Associates sold 594,148 Box shares in Q1 2023, an estimated $18.5M.
  • Braun Stacey Associates first reported a position in Box in Q2 2022 and held it in 3 quarters.
  • Braun Stacey Associates's Box position peaked at $18.5M in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Box as of Q1 2023.

Based on Braun Stacey Associates's 13F filing for Q1 2023, filed 8 May 2023.