Jacobi Capital Management’s Box BOX Stock Holding History

Jacobi Capital Management’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
2021 Q4	–	Sell	-225	Closed	-$5K	–	535
2021 Q3	$5K	Hold	225	–	–	﹤0.01%	1184
2021 Q2	$6K	Hold	225	–	–	﹤0.01%	1116
2021 Q1	$5K	Hold	225	–	–	﹤0.01%	1102
2020 Q4	$4K	Hold	225	–	–	﹤0.01%	1037
2020 Q3	$4K	Hold	225	–	–	﹤0.01%	971
2020 Q2	$5K	Hold	225	–	–	﹤0.01%	896
2020 Q1	$3K	Hold	225	–	–	﹤0.01%	893
2019 Q4	$4K	Hold	225	–	–	﹤0.01%	870
2019 Q3	$4K	Hold	225	–	–	﹤0.01%	858
2019 Q2	$4K	Buy	+225	New	+$4.3K	﹤0.01%	856

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return

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

Jacobi Capital Management's BOX Position: Q4 2021 in Review

Jacobi Capital Management sold out of Box (BOX) in Q4 2021, closing a stake of 225 shares — an estimated $5K sold.

Jacobi Capital Management first reported a position in BOX in Q2 2019 and held it in 10 quarters. The position peaked at $6K in Q2 2021. 313 funds tracked by Wall St. Rank hold BOX as of Q4 2021.

Jacobi Capital Management reported no remaining Box position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 225 Box shares in Q4 2021, an estimated $5K.
Jacobi Capital Management first reported a position in Box in Q2 2019 and held it in 10 quarters.
Jacobi Capital Management's Box position peaked at $6K in Q2 2021.
313 funds tracked by Wall St. Rank held Box as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.