Congress Park Capital’s Box BOX Stock Holding History

Congress Park Capital’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
2019 Q2	–	Sell	-12,100	Closed	-$234K	–	93
2019 Q1	$234K	Buy	12,100 +1,650	+16%	+$34.2K	0.2%	82
2018 Q4	$176K	Sell	10,450 -36,650	-78%	-$674K	0.19%	82
2018 Q3	$1.13M	Buy	47,100 +1,300	+3%	+$32.7K	1.01%	30
2018 Q2	$1.15M	Buy	+45,800	New	+$1.14M	1.1%	28

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

BCM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Congress Park Capital's BOX Position: Q2 2019 in Review

Congress Park Capital sold out of Box (BOX) in Q2 2019, closing a stake of 12,100 shares — an estimated $234K sold.

Congress Park Capital first reported a position in BOX in Q2 2018 and held it in 4 quarters. The position peaked at $1.15M in Q2 2018. 258 funds tracked by Wall St. Rank hold BOX as of Q2 2019.

Congress Park Capital reported no remaining Box position as of Q2 2019 after selling out during the quarter.
Congress Park Capital sold 12,100 Box shares in Q2 2019, an estimated $234K.
Congress Park Capital first reported a position in Box in Q2 2018 and held it in 4 quarters.
Congress Park Capital's Box position peaked at $1.15M in Q2 2018.
258 funds tracked by Wall St. Rank held Box as of Q2 2019.

Based on Congress Park Capital's 13F filing for Q2 2019, filed 2 Aug 2019.