Loomis, Sayles & Company
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Loomis, Sayles & Company’s Box BOX Stock Holding History

Loomis, Sayles & Company’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
Q4 		– Sell
-2,369,845
Closed -$57.4M – 981
2023
Q3 		$57.4M Sell
2,369,845
-157,746
-6% -$4.51M 0.1% 99
2023
Q2 		$74.3M Sell
2,527,591
-60,089
-2% -$1.66M 0.12% 82
2023
Q1 		$69.3M Buy
2,587,680
+161,813
+7% +$4.88M 0.12% 86
2022
Q4 		$75.5M Sell
2,425,867
-13,123
-0.5% -$374K 0.15% 77
2022
Q3 		$59.5M Buy
2,438,990
+694,577
+40% +$19.1M 0.12% 88
2022
Q2 		$43.9M Buy
+1,744,413
New +$48.7M 0.08% 115

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company's BOX Position: Q4 2023 in Review

Loomis, Sayles & Company sold out of Box (BOX) in Q4 2023, closing a stake of 2,369,845 shares — an estimated $57.4M sold.

Loomis, Sayles & Company first reported a position in BOX in Q2 2022 and held it in 6 quarters. The position peaked at $75.5M in Q4 2022. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

  • Loomis, Sayles & Company reported no remaining Box position as of Q4 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 2,369,845 Box shares in Q4 2023, an estimated $57.4M.
  • Loomis, Sayles & Company first reported a position in Box in Q2 2022 and held it in 6 quarters.
  • Loomis, Sayles & Company's Box position peaked at $75.5M in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Loomis, Sayles & Company's 13F filing for Q4 2023, filed 13 Feb 2024.