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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 $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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dana Investment Advisors's BOX Position: Q4 2023 in Review

Dana Investment Advisors sold out of Box (BOX) in Q4 2023, closing a stake of 57,348 shares — an estimated $1.39M sold.

Dana Investment Advisors first reported a position in BOX in Q3 2022 and held it in 5 quarters. The position peaked at $1.68M in Q4 2022. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

  • Dana Investment Advisors reported no remaining Box position as of Q4 2023 after selling out during the quarter.
  • Dana Investment Advisors sold 57,348 Box shares in Q4 2023, an estimated $1.39M.
  • Dana Investment Advisors first reported a position in Box in Q3 2022 and held it in 5 quarters.
  • Dana Investment Advisors's Box position peaked at $1.68M in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Dana Investment Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.