Essex Savings Bank’s Box BOX Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-400	Closed	-$8K	–	233
2019 Q2	$8K	Buy	400 +200	+100%	+$3.83K	﹤0.01%	664
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	573
2018 Q4	$3K	Buy	+200	New	+$3.68K	﹤0.01%	596

Other funds holding BOX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

BCM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Essex Savings Bank's BOX Position: Q3 2019 in Review

Essex Savings Bank sold out of Box (BOX) in Q3 2019, closing a stake of 400 shares — an estimated $8K sold.

Essex Savings Bank first reported a position in BOX in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 251 funds tracked by Wall St. Rank hold BOX as of Q3 2019.

Essex Savings Bank reported no remaining Box position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 400 Box shares in Q3 2019, an estimated $8K.
Essex Savings Bank first reported a position in Box in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Box position peaked at $8K in Q2 2019.
251 funds tracked by Wall St. Rank held Box as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.