InceptionR’s Box BOX Stock Holding History

InceptionR’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 Q4	–	Sell	-13,058	Closed	-$427K	–	633
2024 Q3	$427K	Buy	+13,058	New	+$381K	0.1%	361
2023 Q4	–	Sell	-14,653	Closed	-$355K	–	362
2023 Q3	$355K	Buy	+14,653	New	+$419K	0.2%	223

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

InceptionR's BOX Position: Q4 2024 in Review

InceptionR sold out of Box (BOX) in Q4 2024, closing a stake of 13,058 shares — an estimated $427K sold.

InceptionR first reported a position in BOX in Q3 2023 and held it in 2 quarters. The position peaked at $427K in Q3 2024. 400 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

InceptionR reported no remaining Box position as of Q4 2024 after selling out during the quarter.
InceptionR sold 13,058 Box shares in Q4 2024, an estimated $427K.
InceptionR first reported a position in Box in Q3 2023 and held it in 2 quarters.
InceptionR's Box position peaked at $427K in Q3 2024.
400 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on InceptionR's 13F filing for Q4 2024, filed 6 Feb 2025.