Evergreen Private Wealth’s Box BOX Stock Holding History

Evergreen Private Wealth’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
2024 Q1	–	Sell	-7	Closed	-$179	–	211
2023 Q4	$179	Buy	+7	New	+$177	﹤0.01%	221

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

CIP

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

Evergreen Private Wealth's BOX Position: Q1 2024 in Review

Evergreen Private Wealth sold out of Box (BOX) in Q1 2024, closing a stake of 7 shares — an estimated $179 sold.

Evergreen Private Wealth first reported a position in BOX in Q4 2023 and held it in 1 quarter. The position peaked at $179 in Q4 2023. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

Evergreen Private Wealth reported no remaining Box position as of Q1 2024 after selling out during the quarter.
Evergreen Private Wealth sold 7 Box shares in Q1 2024, an estimated $179.
Evergreen Private Wealth first reported a position in Box in Q4 2023 and held it in 1 quarter.
Evergreen Private Wealth's Box position peaked at $179 in Q4 2023.
342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.