DI
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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% 1280
2022
Q1 		$0 Buy
+16
New +$421 ﹤0.01% 1354

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's BOX Position: Q3 2023 in Review

Disciplined Investments sold out of Box (BOX) in Q3 2023, closing a stake of 19 shares — an estimated $558 sold.

Disciplined Investments first reported a position in BOX in Q1 2022 and held it in 6 quarters. The position peaked at $591 in Q4 2022. 326 funds tracked by Wall St. Rank hold BOX as of Q3 2023.

  • Disciplined Investments reported no remaining Box position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 19 Box shares in Q3 2023, an estimated $558.
  • Disciplined Investments first reported a position in Box in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Box position peaked at $591 in Q4 2022.
  • 326 funds tracked by Wall St. Rank held Box as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.