NAM
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NorthCoast Asset Management’s Box BOX Stock Holding History

NorthCoast Asset 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
2020
Q4 		– Sell
-19,569
Closed -$340K – 383
2020
Q3 		$340K Sell
19,569
-10,923
-36% -$202K 0.02% 276
2020
Q2 		$633K Buy
+30,492
New +$535K 0.04% 212

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

NorthCoast Asset Management's BOX Position: Q4 2020 in Review

NorthCoast Asset Management sold out of Box (BOX) in Q4 2020, closing a stake of 19,569 shares — an estimated $340K sold.

NorthCoast Asset Management first reported a position in BOX in Q2 2020 and held it in 2 quarters. The position peaked at $633K in Q2 2020. 289 funds tracked by Wall St. Rank hold BOX as of Q4 2020.

  • NorthCoast Asset Management reported no remaining Box position as of Q4 2020 after selling out during the quarter.
  • NorthCoast Asset Management sold 19,569 Box shares in Q4 2020, an estimated $340K.
  • NorthCoast Asset Management first reported a position in Box in Q2 2020 and held it in 2 quarters.
  • NorthCoast Asset Management's Box position peaked at $633K in Q2 2020.
  • 289 funds tracked by Wall St. Rank held Box as of Q4 2020.

Based on NorthCoast Asset Management's 13F filing for Q4 2020, filed 5 Feb 2021.