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

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Vanguard Group
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return