Lee Financial’s Box BOX Stock Holding History

Lee 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
2019 Q1	–	Sell	-1,533	Closed	-$26K	–	514
2018 Q4	$26K	Sell	1,533 -344	-18%	-$6.33K	0.01%	212
2018 Q3	$45K	Buy	+1,877	New	+$47.2K	0.01%	199

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

BCM

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

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

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

SQN Investors Menlo Park, California $12.8M AUM

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Lee Financial's BOX Position: Q1 2019 in Review

Lee Financial sold out of Box (BOX) in Q1 2019, closing a stake of 1,533 shares — an estimated $26K sold.

Lee Financial first reported a position in BOX in Q3 2018 and held it in 2 quarters. The position peaked at $45K in Q3 2018. 270 funds tracked by Wall St. Rank hold BOX as of Q1 2019.

Lee Financial reported no remaining Box position as of Q1 2019 after selling out during the quarter.
Lee Financial sold 1,533 Box shares in Q1 2019, an estimated $26K.
Lee Financial first reported a position in Box in Q3 2018 and held it in 2 quarters.
Lee Financial's Box position peaked at $45K in Q3 2018.
270 funds tracked by Wall St. Rank held Box as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.