De Burlo Group’s Box BOX Stock Holding History

De Burlo Group’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 Q3	–	Sell	-14,282	Closed	-$359K	–	196
2022 Q2	$359K	Buy	+14,282	New	+$399K	0.1%	51

Other funds holding BOX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

De Burlo Group's BOX Position: Q3 2022 in Review

De Burlo Group sold out of Box (BOX) in Q3 2022, closing a stake of 14,282 shares — an estimated $359K sold.

De Burlo Group first reported a position in BOX in Q2 2022 and held it in 1 quarter. The position peaked at $359K in Q2 2022. 324 funds tracked by Wall St. Rank hold BOX as of Q3 2022.

De Burlo Group reported no remaining Box position as of Q3 2022 after selling out during the quarter.
De Burlo Group sold 14,282 Box shares in Q3 2022, an estimated $359K.
De Burlo Group first reported a position in Box in Q2 2022 and held it in 1 quarter.
De Burlo Group's Box position peaked at $359K in Q2 2022.
324 funds tracked by Wall St. Rank held Box as of Q3 2022.

Based on De Burlo Group's 13F filing for Q3 2022, filed 14 Nov 2022.