Lenox Wealth Management’s Box BOX Stock Holding History

Lenox Wealth 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
2020 Q2	$21K	Hold	1,023	–	–	0.01%	342
2020 Q1	$14K	Hold	1,023	–	–	﹤0.01%	353
2019 Q4	$17K	Hold	1,023	–	–	﹤0.01%	371
2019 Q3	$16K	Hold	1,023	–	–	﹤0.01%	389
2019 Q2	$18K	Hold	1,023	–	–	0.01%	357
2019 Q1	$20K	Hold	1,023	–	–	0.01%	351
2018 Q4	$17K	Hold	1,023	–	–	0.01%	314
2018 Q3	$24K	Buy	1,023 +380	+59%	+$9.56K	0.01%	299
2018 Q2	$16K	Buy	643 +396	+160%	+$9.81K	0.01%	321
2018 Q1	$5K	Buy	247 +22	+10%	+$473	﹤0.01%	399
2017 Q4	$5K	Buy	225 +20	+10%	+$422	﹤0.01%	419
2017 Q3	$3K	Buy	205 +20	+11%	+$376	﹤0.01%	456
2017 Q2	$3K	Buy	+185	New	+$3.34K	﹤0.01%	444

Other funds holding BOX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return