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Dana Investment Advisors’s Box BOX Stock Holding History

Dana Investment Advisors’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
Q4 		– Sell
-57,348
Closed -$1.39M – 424
2023
Q3 		$1.39M Buy
57,348
+531
+0.9% +$15.2K 0.07% 193
2023
Q2 		$1.67M Buy
56,817
+733
+1% +$20.3K 0.08% 175
2023
Q1 		$1.5M Buy
56,084
+2,111
+4% +$63.6K 0.08% 182
2022
Q4 		$1.68M Buy
53,973
+4,272
+9% +$122K 0.09% 153
2022
Q3 		$1.21M Buy
+49,701
New +$1.37M 0.07% 188

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return