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Harel Insurance Investments & Financial Services’s Box BOX Stock Holding History

Harel Insurance Investments & Financial Services’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
-296
Closed -$7K – 609
2023
Q3 		$7K Sell
296
-32
-10% -$914 ﹤0.01% 612
2023
Q2 		$10K Sell
328
-19
-5% -$526 ﹤0.01% 616
2023
Q1 		$9K Sell
347
-1,479
-81% -$44.6K ﹤0.01% 641
2022
Q4 		$57K Buy
1,826
+1,289
+240% +$36.8K ﹤0.01% 457
2022
Q3 		$13K Sell
537
-35
-6% -$963 ﹤0.01% 634
2022
Q2 		$14K Sell
572
-293
-34% -$8.19K ﹤0.01% 649
2022
Q1 		$25K Sell
865
-853
-50% -$22.4K ﹤0.01% 613
2021
Q4 		$46K Sell
1,718
-332
-16% -$8.55K ﹤0.01% 598
2021
Q3 		$49K Sell
2,050
-155
-7% -$3.81K ﹤0.01% 536
2021
Q2 		$56K Sell
2,205
-3,709
-63% -$86.4K ﹤0.01% 704
2021
Q1 		$295K Buy
5,914
+1,962
+50% +$38.2K 0.01% 553
2020
Q4 		$71K Buy
3,952
+192
+5% +$3.34K ﹤0.01% 576
2020
Q3 		$66K Sell
3,760
-6,240
-62% -$115K ﹤0.01% 427
2020
Q2 		$208K Buy
+10,000
New +$176K 0.01% 245

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 $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BOX Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Box (BOX) in Q4 2023, closing a stake of 296 shares — an estimated $7K sold.

Harel Insurance Investments & Financial Services first reported a position in BOX in Q2 2020 and held it in 14 quarters. The position peaked at $295K in Q1 2021. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Box position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 296 Box shares in Q4 2023, an estimated $7K.
  • Harel Insurance Investments & Financial Services first reported a position in Box in Q2 2020 and held it in 14 quarters.
  • Harel Insurance Investments & Financial Services's Box position peaked at $295K in Q1 2021.
  • 332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.