Carmel Capital Partners’s Box BOX Stock Holding History

Carmel Capital 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 Q3	–	Sell	-2,600	Closed	-$76.4K	–	761
2023 Q2	$76.4K	Buy	+2,600	New	+$72K	0.04%	182

Other funds holding BOX

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

BlackRock New York $6.73T AUM 46.02% 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

CIP

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carmel Capital Partners's BOX Position: Q3 2023 in Review

Carmel Capital Partners sold out of Box (BOX) in Q3 2023, closing a stake of 2,600 shares — an estimated $76.4K sold.

Carmel Capital Partners first reported a position in BOX in Q2 2023 and held it in 1 quarter. The position peaked at $76.4K in Q2 2023. 326 funds tracked by Wall St. Rank hold BOX as of Q3 2023.

Carmel Capital Partners reported no remaining Box position as of Q3 2023 after selling out during the quarter.
Carmel Capital Partners sold 2,600 Box shares in Q3 2023, an estimated $76.4K.
Carmel Capital Partners first reported a position in Box in Q2 2023 and held it in 1 quarter.
Carmel Capital Partners's Box position peaked at $76.4K in Q2 2023.
326 funds tracked by Wall St. Rank held Box as of Q3 2023.

Based on Carmel Capital Partners's 13F filing for Q3 2023, filed 27 Oct 2023.