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Lee Ainslie’s Box BOX Stock Holding History

Lee Ainslie’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
-39,193
Closed -$1.05M – 420
2023
Q1 		$1.05M Buy
+39,193
New +$1.18M 0.03% 140
2022
Q4 		– Sell
-12,096
Closed -$295K – 389
2022
Q3 		$295K Buy
+12,096
New +$333K 0.01% 228
2022
Q1 		– Sell
-8,089
Closed -$212K – 249
2021
Q4 		$212K Sell
8,089
-64,017
-89% -$1.65M ﹤0.01% 95
2021
Q3 		$1.71M Buy
72,106
+14,693
+26% +$361K 0.02% 199
2021
Q2 		$1.47M Buy
57,413
+44,481
+344% +$1.04M 0.01% 202
2021
Q1 		$297K Buy
+12,932
New +$252K ﹤0.01% 441
2020
Q4 		– Sell
-43,593
Closed -$757K – 683
2020
Q3 		$757K Sell
43,593
-11,793
-21% -$218K 0.01% 346
2020
Q2 		$1.15M Sell
55,386
-9,876
-15% -$173K 0.02% 294
2020
Q1 		$916K Buy
+65,262
New +$971K 0.02% 325

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 $27.7B AUM 52.44% 1-Year Est. Return
RC
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
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Lee Ainslie's BOX Position: Q2 2023 in Review

Lee Ainslie sold out of Box (BOX) in Q2 2023, closing a stake of 39,193 shares — an estimated $1.05M sold.

Lee Ainslie first reported a position in BOX in Q1 2020 and held it in 9 quarters. The position peaked at $1.71M in Q3 2021. 345 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

  • Lee Ainslie reported no remaining Box position as of Q2 2023 after selling out during the quarter.
  • Lee Ainslie sold 39,193 Box shares in Q2 2023, an estimated $1.05M.
  • Lee Ainslie first reported a position in Box in Q1 2020 and held it in 9 quarters.
  • Lee Ainslie's Box position peaked at $1.71M in Q3 2021.
  • 345 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Maverick Capital's 13F filing for Q2 2023, filed 14 Aug 2023.