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Howe & Rusling’s Box BOX Stock Holding History

Howe & Rusling’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
2020
Q4 		– Sell
-163
Closed -$3K – 935
2020
Q3 		$3K Buy
163
+33
+25% +$609 ﹤0.01% 632
2020
Q2 		$3K Buy
+130
New +$2.28K ﹤0.01% 600
2020
Q1 		– Sell
-157
Closed -$3K – 781
2019
Q4 		$3K Hold
157
– – ﹤0.01% 609
2019
Q3 		$3K Hold
157
– – ﹤0.01% 616
2019
Q2 		$3K Hold
157
– – ﹤0.01% 588
2019
Q1 		$3K Sell
157
-36
-19% -$746 ﹤0.01% 596
2018
Q4 		$3K Sell
193
-50
-21% -$920 ﹤0.01% 601
2018
Q3 		$6K Buy
243
+193
+386% +$4.86K ﹤0.01% 578
2018
Q2 		$1K Buy
+50
New +$1.24K ﹤0.01% 721

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Howe & Rusling's BOX Position: Q4 2020 in Review

Howe & Rusling sold out of Box (BOX) in Q4 2020, closing a stake of 163 shares — an estimated $3K sold.

Howe & Rusling first reported a position in BOX in Q2 2018 and held it in 9 quarters. The position peaked at $6K in Q3 2018. 289 funds tracked by Wall St. Rank hold BOX as of Q4 2020.

  • Howe & Rusling reported no remaining Box position as of Q4 2020 after selling out during the quarter.
  • Howe & Rusling sold 163 Box shares in Q4 2020, an estimated $3K.
  • Howe & Rusling first reported a position in Box in Q2 2018 and held it in 9 quarters.
  • Howe & Rusling's Box position peaked at $6K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held Box as of Q4 2020.

Based on Howe & Rusling's 13F filing for Q4 2020, filed 8 Feb 2021.