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Neo Ivy Capital Management’s Box BOX Stock Holding History

Neo Ivy Capital 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 		– Sell
-53,180
Closed -$1.41M – 283
2024
Q2 		$1.41M Buy
+53,180
New +$1.42M 0.28% 130
2023
Q4 		$156K Buy
+6,106
New +$154K 0.35% 107
2023
Q3 		– Sell
-3,183
Closed -$94K – 332
2023
Q2 		$94K Buy
+3,183
New +$88.1K 0.05% 238
2022
Q4 		$70K Sell
2,244
-414
-16% -$11.8K 0.05% 275
2022
Q3 		$65K Sell
2,658
-2,917
-52% -$80.2K 0.17% 195
2022
Q2 		$140K Buy
+5,575
New +$156K 0.37% 84
2022
Q1 		– Sell
-5,217
Closed -$137K – 489
2021
Q4 		$137K Sell
5,217
-2,903
-36% -$74.8K 0.2% 183
2021
Q3 		$169K Buy
8,120
+975
+14% +$23.9K 0.19% 170
2021
Q2 		$183K Buy
7,145
+5,325
+293% +$124K 0.18% 196
2021
Q1 		$42K Sell
1,820
-8,972
-83% -$175K 0.05% 346
2020
Q4 		$195K Sell
10,792
-6,986
-39% -$122K 0.22% 165
2020
Q3 		$308K Buy
17,778
+9,658
+119% +$178K 0.31% 114
2020
Q2 		$169K Buy
+8,120
New +$143K 0.19% 170
2019
Q3 		– Sell
-28,061
Closed -$494K – 293
2019
Q2 		$494K Buy
+28,061
New +$537K 0.28% 160

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neo Ivy Capital Management's BOX Position: Q3 2024 in Review

Neo Ivy Capital Management sold out of Box (BOX) in Q3 2024, closing a stake of 53,180 shares — an estimated $1.41M sold.

Neo Ivy Capital Management first reported a position in BOX in Q2 2019 and held it in 14 quarters. The position peaked at $1.41M in Q2 2024. 395 funds tracked by Wall St. Rank hold BOX as of Q3 2024.

  • Neo Ivy Capital Management reported no remaining Box position as of Q3 2024 after selling out during the quarter.
  • Neo Ivy Capital Management sold 53,180 Box shares in Q3 2024, an estimated $1.41M.
  • Neo Ivy Capital Management first reported a position in Box in Q2 2019 and held it in 14 quarters.
  • Neo Ivy Capital Management's Box position peaked at $1.41M in Q2 2024.
  • 395 funds tracked by Wall St. Rank held Box as of Q3 2024.

Based on Neo Ivy Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.