Luther King Capital Management (LKCM)
BOX icon

Luther King Capital Management (LKCM)’s Box BOX Stock Holding History

Luther King Capital Management (LKCM)’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
2019
Q3 		– Sell
-66,625
Closed -$1.17M – 533
2019
Q2 		$1.17M Sell
66,625
-1,605
-2% -$30.7K 0.01% 325
2019
Q1 		$1.32M Buy
68,230
+9,075
+15% +$188K 0.01% 314
2018
Q4 		$999K Sell
59,155
-250
-0.4% -$4.6K 0.01% 334
2018
Q3 		$1.42M Buy
+59,405
New +$1.5M 0.01% 321

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Luther King Capital Management (LKCM)'s BOX Position: Q3 2019 in Review

Luther King Capital Management (LKCM) sold out of Box (BOX) in Q3 2019, closing a stake of 66,625 shares — an estimated $1.17M sold.

Luther King Capital Management (LKCM) first reported a position in BOX in Q3 2018 and held it in 4 quarters. The position peaked at $1.42M in Q3 2018. 251 funds tracked by Wall St. Rank hold BOX as of Q3 2019.

  • Luther King Capital Management (LKCM) reported no remaining Box position as of Q3 2019 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 66,625 Box shares in Q3 2019, an estimated $1.17M.
  • Luther King Capital Management (LKCM) first reported a position in Box in Q3 2018 and held it in 4 quarters.
  • Luther King Capital Management (LKCM)'s Box position peaked at $1.42M in Q3 2018.
  • 251 funds tracked by Wall St. Rank held Box as of Q3 2019.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2019, filed 12 Nov 2019.