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James Investment Research’s Box BOX Stock Holding History

James Investment Research’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
Q2 		– Sell
-3,163
Closed -$85K – 313
2023
Q1 		$85K Buy
3,163
+2,305
+269% +$69.4K 0.01% 315
2022
Q4 		$27K Buy
+858
New +$24.5K ﹤0.01% 417
2018
Q2 		– Sell
-4,355
Closed -$89K – 800
2018
Q1 		$89K Buy
+4,355
New +$93.7K ﹤0.01% 613

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
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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

James Investment Research's BOX Position: Q2 2023 in Review

James Investment Research sold out of Box (BOX) in Q2 2023, closing a stake of 3,163 shares — an estimated $85K sold.

James Investment Research first reported a position in BOX in Q1 2018 and held it in 3 quarters. The position peaked at $89K in Q1 2018. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

  • James Investment Research reported no remaining Box position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 3,163 Box shares in Q2 2023, an estimated $85K.
  • James Investment Research first reported a position in Box in Q1 2018 and held it in 3 quarters.
  • James Investment Research's Box position peaked at $89K in Q1 2018.
  • 343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.