Emerald Advisers’s Box BOX Stock Holding History

Emerald 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
2020 Q1	–	Sell	-800	Closed	-$13K	–	224
2019 Q4	$13K	Buy	+800	New	+$13.4K	﹤0.01%	323
2019 Q1	–	Sell	-486,009	Closed	-$8.2M	–	254
2018 Q4	$8.2M	Sell	486,009 -332,678	-41%	-$6.12M	0.4%	87
2018 Q3	$19.6M	Sell	818,687 -190,810	-19%	-$4.8M	0.72%	62
2018 Q2	$25.2M	Buy	1,009,497 +175,960	+21%	+$4.36M	0.95%	27
2018 Q1	$17.1M	Sell	833,537 -22,073	-3%	-$475K	0.69%	57
2017 Q4	$18.1M	Sell	855,610 -10,200	-1%	-$215K	0.7%	58
2017 Q3	$16.7M	Buy	865,810 +273,410	+46%	+$5.14M	0.68%	64
2017 Q2	$10.8M	Buy	+592,400	New	+$10.7M	0.45%	89

Other funds holding BOX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Emerald Advisers's BOX Position: Q1 2020 in Review

Emerald Advisers sold out of Box (BOX) in Q1 2020, closing a stake of 800 shares — an estimated $13K sold.

Emerald Advisers first reported a position in BOX in Q2 2017 and held it in 8 quarters. The position peaked at $25.2M in Q2 2018. 252 funds tracked by Wall St. Rank hold BOX as of Q1 2020.

Emerald Advisers reported no remaining Box position as of Q1 2020 after selling out during the quarter.
Emerald Advisers sold 800 Box shares in Q1 2020, an estimated $13K.
Emerald Advisers first reported a position in Box in Q2 2017 and held it in 8 quarters.
Emerald Advisers's Box position peaked at $25.2M in Q2 2018.
252 funds tracked by Wall St. Rank held Box as of Q1 2020.

Based on Emerald Advisers's 13F filing for Q1 2020, filed 30 Apr 2020.