K.J. Harrison & Partners’s Box BOX Stock Holding History

K.J. Harrison & Partners’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
2018 Q1	–	Sell	-48,000	Closed	-$1.01M	–	167
2017 Q4	$1.01M	Sell	48,000 -27,000	-36%	-$569K	0.34%	91
2017 Q3	$1.45M	Buy	75,000 +6,000	+9%	+$113K	0.5%	69
2017 Q2	$1.26M	Buy	69,000 +35,000	+103%	+$631K	0.49%	70
2017 Q1	$555K	Hold	34,000	–	–	0.23%	107
2016 Q4	$471K	Buy	34,000 +18,000	+113%	+$266K	0.19%	145
2016 Q3	$252K	Buy	+16,000	New	+$203K	0.12%	174

Other funds holding BOX

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SQN Investors Menlo Park, California $12.8M AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

K.J. Harrison & Partners's BOX Position: Q1 2018 in Review

K.J. Harrison & Partners sold out of Box (BOX) in Q1 2018, closing a stake of 48,000 shares — an estimated $1.01M sold.

K.J. Harrison & Partners first reported a position in BOX in Q3 2016 and held it in 6 quarters. The position peaked at $1.45M in Q3 2017. 209 funds tracked by Wall St. Rank hold BOX as of Q1 2018.

K.J. Harrison & Partners reported no remaining Box position as of Q1 2018 after selling out during the quarter.
K.J. Harrison & Partners sold 48,000 Box shares in Q1 2018, an estimated $1.01M.
K.J. Harrison & Partners first reported a position in Box in Q3 2016 and held it in 6 quarters.
K.J. Harrison & Partners's Box position peaked at $1.45M in Q3 2017.
209 funds tracked by Wall St. Rank held Box as of Q1 2018.

Based on K.J. Harrison & Partners's 13F filing for Q1 2018, filed 30 Apr 2018.