Karani Asset Management’s Box BOX Stock Holding History

Karani Asset 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
2023 Q2	–	Sell	-13,779	Closed	-$369K	–	34
2023 Q1	$369K	Hold	13,779	–	–	0.39%	33
2022 Q4	$429K	Sell	13,779 -118	-0.8%	-$3.37K	0.5%	34
2022 Q3	$339K	Buy	+13,897	New	+$382K	0.34%	34
2021 Q4	–	Sell	-23,155	Closed	-$548K	–	40
2021 Q3	$548K	Sell	23,155 -11,652	-33%	-$286K	0.27%	38
2021 Q2	$889K	Buy	34,807 +317	+0.9%	+$7.39K	0.46%	34
2021 Q1	$792K	Sell	34,490 -12,354	-26%	-$241K	0.47%	33
2020 Q4	$846K	Buy	46,844 +35,294	+306%	+$615K	0.5%	43
2020 Q3	$201K	Buy	+11,550	New	+$213K	0.13%	57

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

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 Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Karani Asset Management's BOX Position: Q2 2023 in Review

Karani Asset Management sold out of Box (BOX) in Q2 2023, closing a stake of 13,779 shares — an estimated $369K sold.

Karani Asset Management first reported a position in BOX in Q3 2020 and held it in 8 quarters. The position peaked at $889K in Q2 2021. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

Karani Asset Management reported no remaining Box position as of Q2 2023 after selling out during the quarter.
Karani Asset Management sold 13,779 Box shares in Q2 2023, an estimated $369K.
Karani Asset Management first reported a position in Box in Q3 2020 and held it in 8 quarters.
Karani Asset Management's Box position peaked at $889K in Q2 2021.
343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Karani Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.