MWNA
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Marshall Wace North America’s Box BOX Stock Holding History

Marshall Wace North America’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
Q3 		– Sell
-113,284
Closed -$2.89M – 1446
2021
Q2 		$2.89M Sell
113,284
-200,931
-64% -$4.68M 0.01% 701
2021
Q1 		$7.21M Buy
+314,215
New +$6.12M 0.03% 470
2018
Q2 		– Sell
-86,747
Closed -$1.78M – 1400
2018
Q1 		$1.78M Buy
+86,747
New +$1.87M 0.01% 837
2017
Q3 		– Sell
-138,090
Closed -$2.49M – 1266
2017
Q2 		$2.49M Sell
138,090
-1,192,085
-90% -$21.5M 0.02% 696
2017
Q1 		$21.3M Buy
+1,330,175
New +$22.5M 0.17% 169

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return

Marshall Wace North America's BOX Position: Q3 2021 in Review

Marshall Wace North America sold out of Box (BOX) in Q3 2021, closing a stake of 113,284 shares — an estimated $2.89M sold.

Marshall Wace North America first reported a position in BOX in Q1 2017 and held it in 5 quarters. The position peaked at $21.3M in Q1 2017. 274 funds tracked by Wall St. Rank hold BOX as of Q3 2021.

  • Marshall Wace North America reported no remaining Box position as of Q3 2021 after selling out during the quarter.
  • Marshall Wace North America sold 113,284 Box shares in Q3 2021, an estimated $2.89M.
  • Marshall Wace North America first reported a position in Box in Q1 2017 and held it in 5 quarters.
  • Marshall Wace North America's Box position peaked at $21.3M in Q1 2017.
  • 274 funds tracked by Wall St. Rank held Box as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.