Lyon Street Capital’s Box BOX Stock Holding History

Lyon Street 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
2022 Q1	$887K	Buy	+30,510	New	+$803K	1.32%	26
2018 Q4	–	Sell	-158,406	Closed	-$3.79M	–	47
2018 Q3	$3.79M	Sell	158,406 -39,206	-20%	-$987K	2.36%	12
2018 Q2	$4.94M	Sell	197,612 -89,964	-31%	-$2.23M	1.76%	18
2018 Q1	$5.91M	Buy	287,576 +137,576	+92%	+$2.96M	1.9%	18
2017 Q4	$3.17M	Buy	150,000 +25,000	+20%	+$527K	1.06%	37
2017 Q3	$2.42M	Buy	+125,000	New	+$2.35M	0.93%	44

Other funds holding BOX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

FCM

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

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

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

Lyon Street Capital's BOX Position: Q1 2022 in Review

Lyon Street Capital opened a new position in Box (BOX) in Q1 2022: 30,510 shares worth $887K. The stake represents 1.32% of the portfolio and ranks #26 among its holdings. This is a return to the name: Lyon Street Capital previously reported a position in BOX as recently as Q3 2018.

Lyon Street Capital first reported a position in BOX in Q3 2017 and has held it in 6 quarters since. The position peaked at $5.91M in Q1 2018. 320 funds tracked by Wall St. Rank hold BOX as of Q1 2022.

Lyon Street Capital held 30,510 shares of Box worth $887K as of Q1 2022.
Box was a new Lyon Street Capital position in Q1 2022.
Box made up 1.32% of Lyon Street Capital's portfolio in Q1 2022, its #26 holding.
Lyon Street Capital first reported a position in Box in Q3 2017 and has held it in 6 quarters since.
Lyon Street Capital's Box position peaked at $5.91M in Q1 2018.
320 funds tracked by Wall St. Rank held Box as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.