Morgan Stanley’s Boxed, Inc. BOXD Stock Holding History

Morgan Stanley’s Portfolio BOXD Stock Details BOXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-61,053	Closed	-$11.6K	–	7833
2023 Q1	$11.6K	Sell	61,053 -13,312	-18%	-$5.98K	﹤0.01%	6831
2022 Q4	$14.5K	Sell	74,365 -54,742	-42%	-$27.9K	﹤0.01%	6808
2022 Q3	$119K	Sell	129,107 -86,521	-40%	-$126K	﹤0.01%	5993
2022 Q2	$400K	Buy	215,628 +205,335	+1,995%	+$1.59M	﹤0.01%	5532
2022 Q1	$105K	Sell	10,293 -14,318	-58%	-$146K	﹤0.01%	6275
2021 Q4	$338K	Buy	+24,611	New	+$283K	﹤0.01%	5781

Other funds holding BOXD

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Morgan Stanley's BOXD Position: Q2 2023 in Review

Morgan Stanley sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 61,053 shares — an estimated $11.6K sold.

Morgan Stanley first reported a position in BOXD in Q4 2021 and held it in 6 quarters. The position peaked at $400K in Q2 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

Morgan Stanley reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
Morgan Stanley sold 61,053 Boxed, Inc. shares in Q2 2023, an estimated $11.6K.
Morgan Stanley first reported a position in Boxed, Inc. in Q4 2021 and held it in 6 quarters.
Morgan Stanley's Boxed, Inc. position peaked at $400K in Q2 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on Morgan Stanley's 13F filing for Q2 2023, filed 14 Aug 2023.