ClearBridge Investments
BOX icon

ClearBridge Investments’s Box BOX Stock Holding History

ClearBridge Investments’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
2020
Q3 		– Sell
-400
Closed -$8K – 808
2020
Q2 		$8K Hold
400
– – ﹤0.01% 898
2020
Q1 		$6K Sell
400
-1,401,139
-100% -$20.9M ﹤0.01% 976
2019
Q4 		$24.2M Sell
1,401,539
-19,853
-1% -$333K 0.02% 427
2019
Q3 		$23.5M Sell
1,421,392
-84,125
-6% -$1.35M 0.02% 401
2019
Q2 		$26.5M Buy
1,505,517
+4,191
+0.3% +$80.2K 0.02% 392
2019
Q1 		$29M Buy
1,501,326
+40,346
+3% +$836K 0.03% 385
2018
Q4 		$24.7M Buy
1,460,980
+225,010
+18% +$4.14M 0.02% 398
2018
Q3 		$29.6M Buy
+1,235,970
New +$31.1M 0.03% 394

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ClearBridge Investments's BOX Position: Q3 2020 in Review

ClearBridge Investments sold out of Box (BOX) in Q3 2020, closing a stake of 400 shares — an estimated $8K sold.

ClearBridge Investments first reported a position in BOX in Q3 2018 and held it in 8 quarters. The position peaked at $29.6M in Q3 2018. 294 funds tracked by Wall St. Rank hold BOX as of Q3 2020.

  • ClearBridge Investments reported no remaining Box position as of Q3 2020 after selling out during the quarter.
  • ClearBridge Investments sold 400 Box shares in Q3 2020, an estimated $8K.
  • ClearBridge Investments first reported a position in Box in Q3 2018 and held it in 8 quarters.
  • ClearBridge Investments's Box position peaked at $29.6M in Q3 2018.
  • 294 funds tracked by Wall St. Rank held Box as of Q3 2020.

Based on ClearBridge Investments's 13F filing for Q3 2020, filed 12 Nov 2020.