OCM
BOXD

Ovata Capital Management’s Boxed, Inc. BOXD Stock Holding History

Ovata Capital Management’s Portfolio BOXD Stock Details BOXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,600
Closed -$67K – 192
2022
Q1 		$67K Buy
+6,600
New +$67.2K 0.02% 39

Other funds holding BOXD

ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
PT
Palantir Technologies Denver, Colorado $9.72M AUM 6.46% 1-Year Est. Return
ASGS
Alpha Square Group S New York $103M AUM 63.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ovata Capital Management's BOXD Position: Q2 2022 in Review

Ovata Capital Management sold out of Boxed, Inc. (BOXD) in Q2 2022, closing a stake of 6,600 shares — an estimated $67K sold.

Ovata Capital Management first reported a position in BOXD in Q1 2022 and held it in 1 quarter. The position peaked at $67K in Q1 2022. 68 funds tracked by Wall St. Rank hold BOXD as of Q2 2022.

  • Ovata Capital Management reported no remaining Boxed, Inc. position as of Q2 2022 after selling out during the quarter.
  • Ovata Capital Management sold 6,600 Boxed, Inc. shares in Q2 2022, an estimated $67K.
  • Ovata Capital Management first reported a position in Boxed, Inc. in Q1 2022 and held it in 1 quarter.
  • Ovata Capital Management's Boxed, Inc. position peaked at $67K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2022.

Based on Ovata Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.