Naples Money Management’s Box BOX Stock Holding History

Naples Money 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
2024 Q3	$4.62K	Hold	141	–	–	﹤0.01%	239
2024 Q2	$3.72K	Sell	141 -15	-10%	-$400	﹤0.01%	259
2024 Q1	$4.42K	Buy	156 +8	+5%	+$215	﹤0.01%	249
2023 Q4	$3.79K	Buy	+148	New	+$3.74K	﹤0.01%	272

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Naples Money Management's BOX Position: Q3 2024 in Review

Naples Money Management held its Box (BOX) position steady in Q3 2024 at 141 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Naples Money Management first reported a position in BOX in Q4 2023 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold BOX as of Q3 2024.

Naples Money Management held 141 shares of Box worth $4.62K as of Q3 2024.
Naples Money Management left its Box share count unchanged in Q3 2024.
Box made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #239 holding.
Naples Money Management first reported a position in Box in Q4 2023 and has held it in 4 quarters since.
395 funds tracked by Wall St. Rank held Box as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.