EFG Asset Management’s Box BOX Stock Holding History

EFG Asset Management’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
2025 Q3	$5.37M	Buy	166,553 +38,113	+30%	+$1.23M	0.69%	44
2025 Q2	$4.39M	Buy	128,440 +8,325	+7%	+$273K	0.62%	65
2025 Q1	$3.71M	Buy	120,115 +16,224	+16%	+$526K	0.62%	50
2024 Q4	$3.28M	Buy	103,891 +38,710	+59%	+$1.27M	0.45%	84
2024 Q3	$2.13M	Buy	65,181 +4,701	+8%	+$137K	0.36%	121
2024 Q2	$1.6M	Buy	60,480 +286	+0.5%	+$7.62K	0.28%	139
2024 Q1	$1.7M	Buy	60,194 +3,396	+6%	+$91.2K	0.29%	141
2023 Q4	$1.45M	Sell	56,798 -1,411	-2%	-$35.7K	0.28%	143
2023 Q3	$1.41M	Sell	58,209 -5,558	-9%	-$159K	0.33%	110
2023 Q2	$1.87M	Buy	63,767 +4,857	+8%	+$135K	0.4%	82
2023 Q1	$1.58M	Sell	58,910 -11,805	-17%	-$356K	0.35%	100
2022 Q4	$2.22M	Sell	70,715 -10,967	-13%	-$313K	0.5%	68
2022 Q3	$1.99M	Buy	81,682 +23,769	+41%	+$654K	0.46%	72
2022 Q2	$1.46M	Sell	57,913 -32,516	-36%	-$909K	0.31%	105
2022 Q1	$2.63M	Sell	90,429 -807	-0.9%	-$21.2K	0.39%	76
2021 Q4	$2.39M	Buy	+91,236	New	+$2.35M	0.31%	97

Other funds holding BOX

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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EFG Asset Management's BOX Position: Q3 2025 in Review

EFG Asset Management increased its Box (BOX) stake by 30% in Q3 2025, buying an estimated $1.23M and bringing the position to 166,553 shares worth $5.37M. The position accounts for 0.69% of the portfolio, ranked #44.

EFG Asset Management first reported a position in BOX in Q4 2021 and has held it in 16 quarters since. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

EFG Asset Management held 166,553 shares of Box worth $5.37M as of Q3 2025.
EFG Asset Management bought 38,113 Box shares in Q3 2025, an estimated $1.23M.
Box made up 0.69% of EFG Asset Management's portfolio in Q3 2025, its #44 holding.
EFG Asset Management first reported a position in Box in Q4 2021 and has held it in 16 quarters since.
408 funds tracked by Wall St. Rank held Box as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.