Main Street Research’s Box BOX Stock Holding History

Main Street Research’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	-14,282	Closed	-$445K	–	93
2022 Q4	$445K	Hold	14,282	–	–	0.11%	58
2022 Q3	$348K	Hold	14,282	–	–	0.08%	66
2022 Q2	$359K	Buy	+14,282	New	+$399K	0.09%	53

Other funds holding BOX

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Main Street Research's BOX Position: Q1 2023 in Review

Main Street Research sold out of Box (BOX) in Q1 2023, closing a stake of 14,282 shares — an estimated $445K sold.

Main Street Research first reported a position in BOX in Q2 2022 and held it in 3 quarters. The position peaked at $445K in Q4 2022. 364 funds tracked by Wall St. Rank hold BOX as of Q1 2023.

Main Street Research reported no remaining Box position as of Q1 2023 after selling out during the quarter.
Main Street Research sold 14,282 Box shares in Q1 2023, an estimated $445K.
Main Street Research first reported a position in Box in Q2 2022 and held it in 3 quarters.
Main Street Research's Box position peaked at $445K in Q4 2022.
364 funds tracked by Wall St. Rank held Box as of Q1 2023.

Based on Main Street Research's 13F filing for Q1 2023, filed 1 May 2023.