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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 $6.73T AUM 46.02% 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 $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cresset Asset Management's BOX Position: Q4 2024 in Review

Cresset Asset Management sold out of Box (BOX) in Q4 2024, closing a stake of 15,464 shares — an estimated $506K sold.

Cresset Asset Management first reported a position in BOX in Q2 2023 and held it in 6 quarters. The position peaked at $506K in Q3 2024. 400 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

  • Cresset Asset Management reported no remaining Box position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 15,464 Box shares in Q4 2024, an estimated $506K.
  • Cresset Asset Management first reported a position in Box in Q2 2023 and held it in 6 quarters.
  • Cresset Asset Management's Box position peaked at $506K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.