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Green Alpha Advisors’s Box BOX Stock Holding History

Green Alpha Advisors’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
-9,856
Closed -$239K – 154
2023
Q3 		$239K Sell
9,856
-13,734
-58% -$392K 0.18% 136
2023
Q2 		$693K Sell
23,590
-5,606
-19% -$155K 0.45% 83
2023
Q1 		$782K Sell
29,196
-299
-1% -$9.01K 0.55% 72
2022
Q4 		$918K Sell
29,495
-106
-0.4% -$3.02K 0.76% 54
2022
Q3 		$722K Sell
29,601
-1,414
-5% -$38.9K 0.61% 74
2022
Q2 		$780K Sell
31,015
-9,698
-24% -$271K 0.18% 93
2022
Q1 		$1.18M Buy
40,713
+349
+0.9% +$9.18K 0.8% 50
2021
Q4 		$1.06M Sell
40,364
-1
-0% -$26 0.71% 67
2021
Q3 		$955K Buy
40,365
+1,035
+3% +$25.4K 0.66% 75
2021
Q2 		$1M Buy
39,330
+11,975
+44% +$279K 0.68% 66
2021
Q1 		$628K Buy
27,355
+9,549
+54% +$186K 0.62% 69
2020
Q4 		$321K Buy
+17,806
New +$310K 0.39% 82

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Green Alpha Advisors's BOX Position: Q4 2023 in Review

Green Alpha Advisors sold out of Box (BOX) in Q4 2023, closing a stake of 9,856 shares — an estimated $239K sold.

Green Alpha Advisors first reported a position in BOX in Q4 2020 and held it in 12 quarters. The position peaked at $1.18M in Q1 2022. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

  • Green Alpha Advisors reported no remaining Box position as of Q4 2023 after selling out during the quarter.
  • Green Alpha Advisors sold 9,856 Box shares in Q4 2023, an estimated $239K.
  • Green Alpha Advisors first reported a position in Box in Q4 2020 and held it in 12 quarters.
  • Green Alpha Advisors's Box position peaked at $1.18M in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Green Alpha Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.