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Duality Advisers’s Box BOX Stock Holding History

Duality 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
2024
Q1 		– Sell
-25,595
Closed -$655K – 602
2023
Q4 		$655K Sell
25,595
-20,295
-44% -$513K 0.07% 385
2023
Q3 		$1.11M Buy
+45,890
New +$1.31M 0.13% 263
2023
Q2 		– Sell
-35,901
Closed -$962K – 529
2023
Q1 		$962K Buy
+35,901
New +$1.08M 0.11% 306
2021
Q3 		– Sell
-31,606
Closed -$808K – 542
2021
Q2 		$808K Buy
+31,606
New +$737K 0.07% 368
2021
Q1 		– Sell
-21,510
Closed -$388K – 538
2020
Q4 		$388K Sell
21,510
-149,580
-87% -$2.61M 0.03% 471
2020
Q3 		$2.97M Buy
+171,090
New +$3.16M 0.19% 142

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Duality Advisers's BOX Position: Q1 2024 in Review

Duality Advisers sold out of Box (BOX) in Q1 2024, closing a stake of 25,595 shares — an estimated $655K sold.

Duality Advisers first reported a position in BOX in Q3 2020 and held it in 6 quarters. The position peaked at $2.97M in Q3 2020. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • Duality Advisers reported no remaining Box position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 25,595 Box shares in Q1 2024, an estimated $655K.
  • Duality Advisers first reported a position in Box in Q3 2020 and held it in 6 quarters.
  • Duality Advisers's Box position peaked at $2.97M in Q3 2020.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.