Moody Aldrich Partners’s Box BOX Stock Holding History

Moody Aldrich Partners’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
2019 Q2	–	Sell	-175,721	Closed	-$3.39M	–	122
2019 Q1	$3.39M	Buy	175,721 +27,184	+18%	+$563K	0.95%	51
2018 Q4	$2.51M	Sell	148,537 -12,185	-8%	-$224K	0.82%	50
2018 Q3	$3.84M	Buy	160,722 +25,717	+19%	+$647K	1.11%	38
2018 Q2	$3.37M	Buy	+135,005	New	+$3.35M	1.2%	35

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Moody Aldrich Partners's BOX Position: Q2 2019 in Review

Moody Aldrich Partners sold out of Box (BOX) in Q2 2019, closing a stake of 175,721 shares — an estimated $3.39M sold.

Moody Aldrich Partners first reported a position in BOX in Q2 2018 and held it in 4 quarters. The position peaked at $3.84M in Q3 2018. 258 funds tracked by Wall St. Rank hold BOX as of Q2 2019.

Moody Aldrich Partners reported no remaining Box position as of Q2 2019 after selling out during the quarter.
Moody Aldrich Partners sold 175,721 Box shares in Q2 2019, an estimated $3.39M.
Moody Aldrich Partners first reported a position in Box in Q2 2018 and held it in 4 quarters.
Moody Aldrich Partners's Box position peaked at $3.84M in Q3 2018.
258 funds tracked by Wall St. Rank held Box as of Q2 2019.

Based on Moody Aldrich Partners's 13F filing for Q2 2019, filed 26 Jul 2019.