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Liontrust Investment Partners’s Box BOX Stock Holding History

Liontrust Investment Partners’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
Q1 		– Sell
-90,000
Closed -$2.8M – 201
2022
Q4 		$2.8M Hold
90,000
– – 0.05% 124
2022
Q3 		$2.2M Hold
90,000
– – 0.04% 189
2022
Q2 		$2.26M Hold
90,000
– – 0.03% 192
2022
Q1 		$2.62M Hold
90,000
– – 0.03% 152
2021
Q4 		$2.36M Buy
90,000
+20,000
+29% +$515K 0.03% 161
2021
Q3 		$1.66M Buy
+70,000
New +$1.72M 0.02% 167

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Liontrust Investment Partners's BOX Position: Q1 2023 in Review

Liontrust Investment Partners sold out of Box (BOX) in Q1 2023, closing a stake of 90,000 shares — an estimated $2.8M sold.

Liontrust Investment Partners first reported a position in BOX in Q3 2021 and held it in 6 quarters. The position peaked at $2.8M in Q4 2022. 364 funds tracked by Wall St. Rank hold BOX as of Q1 2023.

  • Liontrust Investment Partners reported no remaining Box position as of Q1 2023 after selling out during the quarter.
  • Liontrust Investment Partners sold 90,000 Box shares in Q1 2023, an estimated $2.8M.
  • Liontrust Investment Partners first reported a position in Box in Q3 2021 and held it in 6 quarters.
  • Liontrust Investment Partners's Box position peaked at $2.8M in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Box as of Q1 2023.

Based on Liontrust Investment Partners's 13F filing for Q1 2023, filed 15 May 2023.