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Cresset Asset Management’s Box BOX Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-15,464
Closed -$506K – 1818
2024
Q3 		$506K Buy
15,464
+186
+1% +$5.43K ﹤0.01% 1508
2024
Q2 		$404K Sell
15,278
-197
-1% -$5.25K ﹤0.01% 1550
2024
Q1 		$438K Buy
15,475
+573
+4% +$15.4K ﹤0.01% 1397
2023
Q4 		$382K Buy
14,902
+2,354
+19% +$59.5K ﹤0.01% 1373
2023
Q3 		$304K Buy
12,548
+1,085
+9% +$31K ﹤0.01% 1431
2023
Q2 		$337K Buy
+11,463
New +$317K ﹤0.01% 1475

Other funds holding BOX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return