EIP
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Epoch Investment Partners’s Dropbox DBX Stock Holding History

Epoch Investment Partners’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,233,618
Closed -$33.6M – 419
2023
Q3 		$33.6M Sell
1,233,618
-485,825
-28% -$13.2M 0.21% 157
2023
Q2 		$45.9M Sell
1,719,443
-309,252
-15% -$7.05M 0.27% 134
2023
Q1 		$43.9M Sell
2,028,695
-198,930
-9% -$4.36M 0.26% 135
2022
Q4 		$49.9M Buy
2,227,625
+148,759
+7% +$3.27M 0.3% 114
2022
Q3 		$43.1M Sell
2,078,866
-53,138
-2% -$1.19M 0.28% 119
2022
Q2 		$44.8M Buy
2,132,004
+12,521
+0.6% +$271K 0.26% 134
2022
Q1 		$49.3M Buy
2,119,483
+422,099
+25% +$9.84M 0.24% 134
2021
Q4 		$41.7M Buy
1,697,384
+618,227
+57% +$16.6M 0.21% 153
2021
Q3 		$31.5M Sell
1,079,157
-476,783
-31% -$14.8M 0.18% 171
2021
Q2 		$47.2M Sell
1,555,940
-1,474,025
-49% -$40.3M 0.25% 121
2021
Q1 		$80.8M Sell
3,029,965
-653,005
-18% -$15.7M 0.38% 98
2020
Q4 		$81.7M Sell
3,682,970
-188,819
-5% -$3.85M 0.38% 103
2020
Q3 		$74.6M Buy
3,871,789
+434,679
+13% +$9.05M 0.37% 99
2020
Q2 		$74.8M Buy
3,437,110
+124,303
+4% +$2.63M 0.39% 99
2020
Q1 		$60M Buy
3,312,807
+2,569,350
+346% +$46.7M 0.36% 97
2019
Q4 		$13.3M Buy
743,457
+456,370
+159% +$8.6M 0.06% 198
2019
Q3 		$5.79M Buy
+287,087
New +$6.12M 0.03% 220

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Epoch Investment Partners's DBX Position: Q4 2023 in Review

Epoch Investment Partners sold out of Dropbox (DBX) in Q4 2023, closing a stake of 1,233,618 shares — an estimated $33.6M sold.

Epoch Investment Partners first reported a position in DBX in Q3 2019 and held it in 17 quarters. The position peaked at $81.7M in Q4 2020. 461 funds tracked by Wall St. Rank hold DBX as of Q4 2023.

  • Epoch Investment Partners reported no remaining Dropbox position as of Q4 2023 after selling out during the quarter.
  • Epoch Investment Partners sold 1,233,618 Dropbox shares in Q4 2023, an estimated $33.6M.
  • Epoch Investment Partners first reported a position in Dropbox in Q3 2019 and held it in 17 quarters.
  • Epoch Investment Partners's Dropbox position peaked at $81.7M in Q4 2020.
  • 461 funds tracked by Wall St. Rank held Dropbox as of Q4 2023.

Based on Epoch Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.