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 $6.73T AUM 46.02% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Lenox Wealth Management's BOX Position: Q2 2020 in Review

Lenox Wealth Management held its Box (BOX) position steady in Q2 2020 at 1,023 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #342.

Lenox Wealth Management first reported a position in BOX in Q2 2017 and has held it in 13 quarters since. The position peaked at $24K in Q3 2018. 280 funds tracked by Wall St. Rank hold BOX as of Q2 2020.

Lenox Wealth Management held 1,023 shares of Box worth $21K as of Q2 2020.
Lenox Wealth Management left its Box share count unchanged in Q2 2020.
Box made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #342 holding.
Lenox Wealth Management first reported a position in Box in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Box position peaked at $24K in Q3 2018.
280 funds tracked by Wall St. Rank held Box as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.