NIP
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Nicholas Investment Partners’s Box BOX Stock Holding History

Nicholas Investment Partners’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
Q4 		– Sell
-126,608
Closed -$3.07M – 194
2023
Q3 		$3.07M Sell
126,608
-10,393
-8% -$297K 0.23% 102
2023
Q2 		$4.03M Buy
137,001
+40,250
+42% +$1.11M 0.28% 89
2023
Q1 		$2.59M Buy
96,751
+33,984
+54% +$1.02M 0.2% 118
2022
Q4 		$1.95M Buy
+62,767
New +$1.79M 0.17% 123
2019
Q3 		– Sell
-97,576
Closed -$1.72M – 201
2019
Q2 		$1.72M Buy
+97,576
New +$1.87M 0.16% 176
2018
Q4 		– Sell
-91,427
Closed -$2.19M – 216
2018
Q3 		$2.19M Buy
91,427
+16,026
+21% +$403K 0.18% 180
2018
Q2 		$1.88M Buy
+75,401
New +$1.87M 0.13% 194

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nicholas Investment Partners's BOX Position: Q4 2023 in Review

Nicholas Investment Partners sold out of Box (BOX) in Q4 2023, closing a stake of 126,608 shares — an estimated $3.07M sold.

Nicholas Investment Partners first reported a position in BOX in Q2 2018 and held it in 7 quarters. The position peaked at $4.03M in Q2 2023. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

  • Nicholas Investment Partners reported no remaining Box position as of Q4 2023 after selling out during the quarter.
  • Nicholas Investment Partners sold 126,608 Box shares in Q4 2023, an estimated $3.07M.
  • Nicholas Investment Partners first reported a position in Box in Q2 2018 and held it in 7 quarters.
  • Nicholas Investment Partners's Box position peaked at $4.03M in Q2 2023.
  • 332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Nicholas Investment Partners's 13F filing for Q4 2023, filed 8 Feb 2024.