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DCF Advisers’s Box BOX Stock Holding History

DCF Advisers’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
2022
Q1 		– Sell
-18,500
Closed -$485K – 74
2021
Q4 		$485K Hold
18,500
– – 0.24% 57
2021
Q3 		$438K Sell
18,500
-1,500
-8% -$36.8K 0.24% 66
2021
Q2 		$511K Sell
20,000
-20,000
-50% -$466K 0.26% 68
2021
Q1 		$918K Hold
40,000
– – 0.47% 53
2020
Q4 		$722K Sell
40,000
-10,000
-20% -$174K 0.39% 58
2020
Q3 		$868K Hold
50,000
– – 0.54% 50
2020
Q2 		$1.04M Buy
50,000
+10,000
+25% +$176K 0.71% 38
2020
Q1 		$562K Buy
40,000
+5,000
+14% +$74.4K 0.49% 45
2019
Q4 		$587K Buy
+35,000
New +$587K 0.45% 50

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return