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Claris Advisors’s Box BOX Stock Holding History

Claris Advisors’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
2024
Q4 		– Sell
-6
Closed -$196 – 220
2024
Q3 		$196 Buy
+6
New +$175 ﹤0.01% 964

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Claris Advisors's BOX Position: Q4 2024 in Review

Claris Advisors sold out of Box (BOX) in Q4 2024, closing a stake of 6 shares — an estimated $196 sold.

Claris Advisors first reported a position in BOX in Q3 2024 and held it in 1 quarter. The position peaked at $196 in Q3 2024. 400 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

  • Claris Advisors reported no remaining Box position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 6 Box shares in Q4 2024, an estimated $196.
  • Claris Advisors first reported a position in Box in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Box position peaked at $196 in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.