Paloma Partners’s Box BOX Stock Holding History

Paloma 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
2024 Q2	–	Sell	-100,000	Closed	-$2.83M	–	1259
2024 Q1	$2.83M	Buy	+100,000	New	+$2.69M	0.15%	176
2018 Q3	–	Sell	-20,000	Closed	-$500K	–	1566
2018 Q2	$500K	Buy	+20,000	New	+$496K	0.01%	1037

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Paloma Partners's BOX Position: Q2 2024 in Review

Paloma Partners sold out of Box (BOX) in Q2 2024, closing a stake of 85,490 shares — an estimated $2.42M sold.

Paloma Partners first reported a position in BOX in Q1 2016 and held it in 22 quarters. The position peaked at $2.49M in Q4 2020. 349 funds tracked by Wall St. Rank hold BOX as of Q2 2024.

Paloma Partners reported no remaining Box position as of Q2 2024 after selling out during the quarter.
Paloma Partners sold 85,490 Box shares in Q2 2024, an estimated $2.42M.
Paloma Partners first reported a position in Box in Q1 2016 and held it in 22 quarters.
Paloma Partners's Box position peaked at $2.49M in Q4 2020.
349 funds tracked by Wall St. Rank held Box as of Q2 2024.

Based on Paloma Partners's 13F filing for Q2 2024, filed 14 Aug 2024.