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Parkside Investments’s Box BOX Stock Holding History

Parkside Investments’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
2021
Q2 		– Sell
-127,487
Closed -$2.93M – 90
2021
Q1 		$2.93M Sell
127,487
-825
-0.6% -$16.1K 0.61% 49
2020
Q4 		$2.32M Sell
128,312
-3,250
-2% -$56.6K 0.51% 53
2020
Q3 		$2.28M Sell
131,562
-13,800
-9% -$255K 0.6% 60
2020
Q2 		$3.02M Sell
145,362
-6,983
-5% -$123K 0.8% 49
2020
Q1 		$2.14M Buy
152,345
+41,800
+38% +$622K 0.71% 55
2019
Q4 		$1.85M Sell
110,545
-42,405
-28% -$711K 0.45% 66
2019
Q3 		$2.53M Sell
152,950
-2,675
-2% -$42.9K 0.68% 61
2019
Q2 		$2.74M Buy
155,625
+29,955
+24% +$573K 0.71% 55
2019
Q1 		$2.43M Buy
+125,670
New +$2.6M 0.66% 52

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return