Markston International’s Box BOX Stock Holding History

Markston International’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
2021 Q4	$8K	Sell	315 -35	-10%	-$902	0.01%	109
2021 Q3	$8K	Hold	350	–	–	0.01%	115
2021 Q2	$9K	Hold	350	–	–	0.01%	119
2021 Q1	$8K	Hold	350	–	–	﹤0.01%	121
2020 Q4	$6K	Hold	350	–	–	﹤0.01%	126
2020 Q3	$6K	Hold	350	–	–	﹤0.01%	127
2020 Q2	$7K	Hold	350	–	–	﹤0.01%	126
2020 Q1	$5K	Hold	350	–	–	﹤0.01%	128
2019 Q4	$6K	Hold	350	–	–	﹤0.01%	135
2019 Q3	$6K	Hold	350	–	–	﹤0.01%	134
2019 Q2	$6K	Hold	350	–	–	﹤0.01%	138
2019 Q1	$7K	Hold	350	–	–	﹤0.01%	135
2018 Q4	$6K	Hold	350	–	–	﹤0.01%	141
2018 Q3	$8K	Buy	350 +100	+40%	+$2.52K	﹤0.01%	150
2018 Q2	$6K	Buy	+250	New	+$6.2K	﹤0.01%	157

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

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

FCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Markston International's BOX Position: Q4 2021 in Review

Markston International reduced its Box (BOX) stake by 10% in Q4 2021, selling an estimated $902 and leaving 315 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #109.

Markston International first reported a position in BOX in Q2 2018 and has held it in 15 quarters since. The position peaked at $9K in Q2 2021. 312 funds tracked by Wall St. Rank hold BOX as of Q4 2021.

Markston International held 315 shares of Box worth $8K as of Q4 2021.
Markston International sold 35 Box shares in Q4 2021, an estimated $902.
Box made up 0.01% of Markston International's portfolio in Q4 2021, its #109 holding.
Markston International first reported a position in Box in Q2 2018 and has held it in 15 quarters since.
Markston International's Box position peaked at $9K in Q2 2021.
312 funds tracked by Wall St. Rank held Box as of Q4 2021.

Based on Markston International's 13F filing for Q4 2021, filed 21 Jan 2022.