Meeder Asset Management’s Box BOX Stock Holding History

Meeder Asset Management’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 Q4	–	Sell	-67	Closed	-$2K	–	942
2022 Q3	$2K	Buy	+67	New	+$1.84K	﹤0.01%	1791
2021 Q4	–	Sell	-18,378	Closed	-$436K	–	1310
2021 Q3	$436K	Buy	+18,378	New	+$451K	0.02%	477
2020 Q4	–	Sell	-1,812	Closed	-$33K	–	1898
2020 Q3	$33K	Sell	1,812 -5,263	-74%	-$97.1K	﹤0.01%	1035
2020 Q2	$147K	Buy	7,075 +5,756	+436%	+$101K	0.01%	666
2020 Q1	$19K	Buy	+1,319	New	+$19.6K	﹤0.01%	1267
2016 Q1	–	Sell	-2,748	Closed	-$38K	–	848
2015 Q4	$38K	Buy	+2,748	New	+$36.1K	﹤0.01%	703

Other funds holding BOX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

EARNEST Partners

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Bank of America

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

Geode Capital Management

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

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return