Essex Investment Management’s Box BOX Stock Holding History

Essex Investment 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
2023 Q4	–	Sell	-169,973	Closed	-$4.12M	–	331
2023 Q3	$4.12M	Sell	169,973 -5,814	-3%	-$166K	0.67%	35
2023 Q2	$5.16M	Buy	175,787 +171,787	+4,295%	+$4.76M	0.72%	32
2023 Q1	$107K	Sell	4,000 -47	-1%	-$1.42K	0.02%	304
2022 Q4	$126K	Hold	4,047	–	–	0.02%	289
2022 Q3	$99K	Hold	4,047	–	–	0.02%	297
2022 Q2	$102K	Buy	+4,047	New	+$113K	0.02%	309
2018 Q3	–	Sell	-8,935	Closed	-$223K	–	406
2018 Q2	$223K	Buy	+8,935	New	+$221K	0.03%	369
2018 Q1	–	Sell	-71,905	Closed	-$1.52M	–	371
2017 Q4	$1.52M	Hold	71,905	–	–	0.2%	160
2017 Q3	$1.39M	Sell	71,905 -3,870	-5%	-$72.7K	0.19%	175
2017 Q2	$1.38M	Buy	75,775 +628	+0.8%	+$11.3K	0.2%	168
2017 Q1	$1.23M	Buy	+75,147	New	+$1.27M	0.19%	154
2015 Q2	–	Sell	-327,786	Closed	-$6.47M	–	317
2015 Q1	$6.47M	Buy	+327,786	New	+$6.17M	0.91%	31

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Essex Investment Management's BOX Position: Q4 2023 in Review

Essex Investment Management sold out of Box (BOX) in Q4 2023, closing a stake of 169,973 shares — an estimated $4.12M sold.

Essex Investment Management first reported a position in BOX in Q1 2015 and held it in 12 quarters. The position peaked at $6.47M in Q1 2015. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

Essex Investment Management reported no remaining Box position as of Q4 2023 after selling out during the quarter.
Essex Investment Management sold 169,973 Box shares in Q4 2023, an estimated $4.12M.
Essex Investment Management first reported a position in Box in Q1 2015 and held it in 12 quarters.
Essex Investment Management's Box position peaked at $6.47M in Q1 2015.
332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.