DI
BOX icon

Disciplined Investments’s Box BOX Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-19
Closed -$558 – 294
2023
Q2 		$558 Buy
19
+2
+12% +$55 ﹤0.01% 1189
2023
Q1 		$455 Sell
17
-2
-11% -$60 ﹤0.01% 1259
2022
Q4 		$591 Buy
19
+1
+6% +$29 ﹤0.01% 1127
2022
Q3 		$0 Buy
18
+4
+29% +$110 ﹤0.01% 1254
2022
Q2 		$0 Sell
14
-2
-13% -$56 ﹤0.01% 1282
2022
Q1 		$0 Buy
+16
New +$421 ﹤0.01% 1356

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return