Copeland Capital Management’s Box BOX Stock Holding History

Copeland Capital Management’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
2025 Q2	–	Sell	-235	Closed	-$7.25K	–	289
2025 Q1	$7.25K	Buy	+235	New	+$7.61K	﹤0.01%	238

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Copeland Capital Management's BOX Position: Q2 2025 in Review

Copeland Capital Management sold out of Box (BOX) in Q2 2025, closing a stake of 235 shares — an estimated $7.25K sold.

Copeland Capital Management first reported a position in BOX in Q1 2025 and held it in 1 quarter. The position peaked at $7.25K in Q1 2025. 416 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

Copeland Capital Management reported no remaining Box position as of Q2 2025 after selling out during the quarter.
Copeland Capital Management sold 235 Box shares in Q2 2025, an estimated $7.25K.
Copeland Capital Management first reported a position in Box in Q1 2025 and held it in 1 quarter.
Copeland Capital Management's Box position peaked at $7.25K in Q1 2025.
416 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Copeland Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.