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
2022 Q1	–	Sell	-20	Closed	-$8K	–	915
2021 Q4	$8K	Sell	20 -1,980	-99%	-$51K	﹤0.01%	860
2021 Q3	$6K	Buy	+2,000	New	+$49.1K	﹤0.01%	835

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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.