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
2021 Q2	–	Sell	-12,500	Closed	-$287K	–	98
2021 Q1	$287K	Buy	+12,500	New	+$243K	0.12%	92
2020 Q1	–	Sell	-15,000	Closed	-$252K	–	69
2019 Q4	$252K	Buy	+15,000	New	+$252K	0.16%	66

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DCF Advisers's BOX Position: Q1 2022 in Review

DCF Advisers sold out of Box (BOX) in Q1 2022, closing a stake of 18,500 shares — an estimated $485K sold.

DCF Advisers first reported a position in BOX in Q4 2019 and held it in 9 quarters. The position peaked at $1.04M in Q2 2020. 321 funds tracked by Wall St. Rank hold BOX as of Q1 2022.

DCF Advisers reported no remaining Box position as of Q1 2022 after selling out during the quarter.
DCF Advisers sold 18,500 Box shares in Q1 2022, an estimated $485K.
DCF Advisers first reported a position in Box in Q4 2019 and held it in 9 quarters.
DCF Advisers's Box position peaked at $1.04M in Q2 2020.
321 funds tracked by Wall St. Rank held Box as of Q1 2022.

Based on DCF Advisers's 13F filing for Q1 2022, filed 13 May 2022.