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Ergoteles’s Box BOX Stock Holding History

Ergoteles’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
-54,241
Closed -$1.45M – 1079
2023
Q1 		$1.45M Sell
54,241
-14,437
-21% -$435K 0.06% 365
2022
Q4 		$2.14M Buy
+68,678
New +$1.96M 0.08% 259
2022
Q3 		– Sell
-63,232
Closed -$1.59M – 1565
2022
Q2 		$1.59M Buy
+63,232
New +$1.77M 0.05% 376
2021
Q3 		– Sell
-22,026
Closed -$563K – 1238
2021
Q2 		$563K Buy
+22,026
New +$513K 0.01% 751
2020
Q4 		– Sell
-29,400
Closed -$510K – 686
2020
Q3 		$510K Buy
+29,400
New +$543K 0.07% 230

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return