Joule Financial’s Box BOX Stock Holding History

Joule Financial’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 Q1	–	Sell	-9,005	Closed	-$280K	–	104
2022 Q4	$280K	Buy	+9,005	New	+$257K	0.19%	73

Other funds holding BOX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Joule Financial's BOX Position: Q1 2023 in Review

Joule Financial sold out of Box (BOX) in Q1 2023, closing a stake of 9,005 shares — an estimated $280K sold.

Joule Financial first reported a position in BOX in Q4 2022 and held it in 1 quarter. The position peaked at $280K in Q4 2022. 364 funds tracked by Wall St. Rank hold BOX as of Q1 2023.

Joule Financial reported no remaining Box position as of Q1 2023 after selling out during the quarter.
Joule Financial sold 9,005 Box shares in Q1 2023, an estimated $280K.
Joule Financial first reported a position in Box in Q4 2022 and held it in 1 quarter.
Joule Financial's Box position peaked at $280K in Q4 2022.
364 funds tracked by Wall St. Rank held Box as of Q1 2023.

Based on Joule Financial's 13F filing for Q1 2023, filed 13 Apr 2023.