Lindbrook Capital’s Box BOX Stock Holding History

Lindbrook Capital’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
2025 Q1	$5.37K	Buy	174 +5	+3%	+$162	﹤0.01%	1923
2024 Q4	$5.34K	Hold	169	–	–	﹤0.01%	1953
2024 Q3	$5.53K	Sell	169 -168	-50%	-$4.9K	﹤0.01%	1970
2024 Q2	$8.91K	Buy	+337	New	+$8.98K	﹤0.01%	1688
2024 Q1	–	Sell	-26	Closed	-$666	–	2661
2023 Q4	$666	Hold	26	–	–	﹤0.01%	2543
2023 Q3	$629	Buy	26 +8	+44%	+$229	﹤0.01%	2482
2023 Q2	$529	Hold	18	–	–	﹤0.01%	2497
2023 Q1	$482	Sell	18 -137	-88%	-$4.13K	﹤0.01%	2611
2022 Q4	$4.83K	Buy	155 +74	+91%	+$2.11K	﹤0.01%	1845
2022 Q3	$2K	Buy	81 +48	+145%	+$1.32K	﹤0.01%	2002
2022 Q2	$1K	Buy	33 +4	+14%	+$112	﹤0.01%	2162
2022 Q1	$1K	Buy	+29	New	+$763	﹤0.01%	2180
2021 Q3	–	Sell	-43	Closed	-$1K	–	1863
2021 Q2	$1K	Hold	43	–	–	﹤0.01%	1716
2021 Q1	$1K	Buy	+43	New	+$837	﹤0.01%	1675
2019 Q2	–	Sell	-42,475	Closed	-$820K	–	1401
2019 Q1	$820K	Hold	42,475	–	–	0.33%	27
2018 Q4	$716K	Buy	+42,475	New	+$781K	0.35%	25

Other funds holding BOX

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Lindbrook Capital's BOX Position: Q1 2025 in Review

Lindbrook Capital increased its Box (BOX) stake by 3% in Q1 2025, buying an estimated $162 and bringing the position to 174 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Lindbrook Capital first reported a position in BOX in Q4 2018 and has held it in 16 quarters since. The position peaked at $820K in Q1 2019. 392 funds tracked by Wall St. Rank hold BOX as of Q1 2025.

Lindbrook Capital held 174 shares of Box worth $5.37K as of Q1 2025.
Lindbrook Capital bought 5 Box shares in Q1 2025, an estimated $162.
Box made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1923 holding.
Lindbrook Capital first reported a position in Box in Q4 2018 and has held it in 16 quarters since.
Lindbrook Capital's Box position peaked at $820K in Q1 2019.
392 funds tracked by Wall St. Rank held Box as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.