Fairfield, Bush & Co’s Box BOX Stock Holding History

Fairfield, Bush & Co’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	-1,000	Closed	-$25.6K	–	155
2023 Q4	$25.6K	Buy	+1,000	New	+$25.3K	0.02%	231
2023 Q3	–	Sell	-1,000	Closed	-$29.4K	–	151
2023 Q2	$29.4K	Buy	+1,000	New	+$27.7K	0.01%	243
2022 Q3	–	Sell	-1,000	Closed	-$25K	–	153
2022 Q2	$25K	Buy	+1,000	New	+$27.9K	0.01%	239

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 $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Fairfield, Bush & Co's BOX Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of Box (BOX) in Q1 2024, closing a stake of 1,000 shares — an estimated $25.6K sold.

Fairfield, Bush & Co first reported a position in BOX in Q2 2022 and held it in 3 quarters. The position peaked at $29.4K in Q2 2023. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

Fairfield, Bush & Co reported no remaining Box position as of Q1 2024 after selling out during the quarter.
Fairfield, Bush & Co sold 1,000 Box shares in Q1 2024, an estimated $25.6K.
Fairfield, Bush & Co first reported a position in Box in Q2 2022 and held it in 3 quarters.
Fairfield, Bush & Co's Box position peaked at $29.4K in Q2 2023.
342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.