KWILP
BOX icon

Kiwi Wealth Investments Limited Partnership’s Box BOX Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q3 		– Sell
-48,284
Closed -$1.42M – 70
2023
Q2 		$1.42M Hold
48,284
– – 0.09% 145
2023
Q1 		$1.29M Hold
48,284
– – 0.08% 140
2022
Q4 		$1.5M Buy
+48,284
New +$1.38M 0.1% 152

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 $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's BOX Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Box (BOX) in Q3 2023, closing a stake of 48,284 shares — an estimated $1.42M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in BOX in Q4 2022 and held it in 3 quarters. The position peaked at $1.5M in Q4 2022. 326 funds tracked by Wall St. Rank hold BOX as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Box position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 48,284 Box shares in Q3 2023, an estimated $1.42M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Box in Q4 2022 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Box position peaked at $1.5M in Q4 2022.
  • 326 funds tracked by Wall St. Rank held Box as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.