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Olympiad Research’s Box BOX Stock Holding History

Olympiad Research’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
Q3 		– Sell
-12,333
Closed -$362K – 316
2023
Q2 		$362K Buy
+12,333
New +$342K 0.36% 80
2022
Q2 		– Sell
-11,260
Closed -$327K – 283
2022
Q1 		$327K Buy
11,260
+1,215
+12% +$32K 0.1% 186
2021
Q4 		$263K Buy
+10,045
New +$259K 0.1% 180
2020
Q4 		– Sell
-22,757
Closed -$395K – 145
2020
Q3 		$395K Buy
22,757
+4,465
+24% +$82.4K 0.2% 107
2020
Q2 		$380K Sell
18,292
-21,881
-54% -$384K 0.27% 64
2020
Q1 		$564K Buy
40,173
+7,677
+24% +$114K 0.57% 33
2019
Q4 		$545K Buy
+32,496
New +$545K 0.42% 21

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
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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Olympiad Research's BOX Position: Q3 2023 in Review

Olympiad Research sold out of Box (BOX) in Q3 2023, closing a stake of 12,333 shares — an estimated $362K sold.

Olympiad Research first reported a position in BOX in Q4 2019 and held it in 7 quarters. The position peaked at $564K in Q1 2020. 326 funds tracked by Wall St. Rank hold BOX as of Q3 2023.

  • Olympiad Research reported no remaining Box position as of Q3 2023 after selling out during the quarter.
  • Olympiad Research sold 12,333 Box shares in Q3 2023, an estimated $362K.
  • Olympiad Research first reported a position in Box in Q4 2019 and held it in 7 quarters.
  • Olympiad Research's Box position peaked at $564K in Q1 2020.
  • 326 funds tracked by Wall St. Rank held Box as of Q3 2023.

Based on Olympiad Research's 13F filing for Q3 2023, filed 2 Nov 2023.