CIP
BOX icon

Convergence Investment Partners’s Box BOX Stock Holding History

Convergence Investment 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
-8,571
Closed -$252K – 165
2023
Q2 		$252K Buy
+8,571
New +$237K 0.14% 135
2022
Q3 		– Sell
-11,905
Closed -$299K – 209
2022
Q2 		$299K Sell
11,905
-638
-5% -$17.8K 0.18% 125
2022
Q1 		$364K Sell
12,543
-2,327
-16% -$61.2K 0.19% 117
2021
Q4 		$389K Buy
14,870
+3,482
+31% +$89.7K 0.2% 118
2021
Q3 		$270K Buy
+11,388
New +$280K 0.15% 153

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return