JG
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Jefferies Group’s Box BOX Stock Holding History

Jefferies Group’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
2022
Q3 		$1.52M Hold
62,500
– – 0.01% 687
2022
Q2 		$1.57M Buy
+62,500
New +$1.75M 0.01% 676

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Jefferies Group's BOX Position: Q3 2022 in Review

Jefferies Group reduced its Box (BOX) stake by 27% in Q3 2022, selling an estimated $156K and leaving 15,000 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Jefferies Group first reported a position in BOX in Q2 2016 and has held it in 7 quarters since. The position peaked at $1.03M in Q2 2016. 324 funds tracked by Wall St. Rank hold BOX as of Q3 2022.

  • Jefferies Group held 15,000 shares of Box worth $366K as of Q3 2022.
  • Jefferies Group sold 5,668 Box shares in Q3 2022, an estimated $156K.
  • Box made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1149 holding.
  • Jefferies Group first reported a position in Box in Q2 2016 and has held it in 7 quarters since.
  • Jefferies Group's Box position peaked at $1.03M in Q2 2016.
  • 324 funds tracked by Wall St. Rank held Box as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.