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Moors & Cabot’s Box BOX Stock Holding History

Moors & Cabot’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
Q3 		– Sell
-6,890
Closed -$202K – 834
2023
Q2 		$202K Buy
+6,890
New +$191K 0.01% 744
2023
Q1 		– Sell
-6,604
Closed -$206K – 883
2022
Q4 		$206K Buy
+6,604
New +$188K 0.01% 733
2022
Q1 		– Sell
-9,302
Closed -$244K – 916
2021
Q4 		$244K Buy
9,302
+1,059
+13% +$27.3K 0.02% 708
2021
Q3 		$196K Buy
+8,243
New +$202K 0.01% 756

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moors & Cabot's BOX Position: Q3 2023 in Review

Moors & Cabot sold out of Box (BOX) in Q3 2023, closing a stake of 6,890 shares — an estimated $202K sold.

Moors & Cabot first reported a position in BOX in Q3 2021 and held it in 4 quarters. The position peaked at $244K in Q4 2021. 326 funds tracked by Wall St. Rank hold BOX as of Q3 2023.

  • Moors & Cabot reported no remaining Box position as of Q3 2023 after selling out during the quarter.
  • Moors & Cabot sold 6,890 Box shares in Q3 2023, an estimated $202K.
  • Moors & Cabot first reported a position in Box in Q3 2021 and held it in 4 quarters.
  • Moors & Cabot's Box position peaked at $244K in Q4 2021.
  • 326 funds tracked by Wall St. Rank held Box as of Q3 2023.

Based on Moors & Cabot's 13F filing for Q3 2023, filed 8 Nov 2023.