EI
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Ellevest Inc’s Box BOX Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-31
Closed -$830 – 540
2023
Q1 		$830 Sell
31
-56
-64% -$1.69K ﹤0.01% 1606
2022
Q4 		$2.71K Buy
87
+32
+58% +$913 ﹤0.01% 1329
2022
Q3 		$1K Buy
55
+16
+41% +$440 ﹤0.01% 1428
2022
Q2 		$1K Hold
39
– – ﹤0.01% 1214
2022
Q1 		$1K Buy
+39
New +$1.03K ﹤0.01% 1264
2021
Q1 		– Sell
-40
Closed -$1K – 1263
2020
Q4 		$1K Buy
40
+33
+471% +$575 ﹤0.01% 1036
2020
Q3 		$0 Buy
+7
New +$129 ﹤0.01% 1146

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ellevest Inc's BOX Position: Q2 2023 in Review

Ellevest Inc sold out of Box (BOX) in Q2 2023, closing a stake of 31 shares — an estimated $830 sold.

Ellevest Inc first reported a position in BOX in Q3 2020 and held it in 7 quarters. The position peaked at $2.71K in Q4 2022. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

  • Ellevest Inc reported no remaining Box position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 31 Box shares in Q2 2023, an estimated $830.
  • Ellevest Inc first reported a position in Box in Q3 2020 and held it in 7 quarters.
  • Ellevest Inc's Box position peaked at $2.71K in Q4 2022.
  • 343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.