Performa Ltd (US)’s Box BOX Stock Holding History

Performa Ltd (US)’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	Closed	-$2.83K	–	57
2024 Q1	$2.83K	Buy	+100	New	+$2.69K	﹤0.01%	50

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

Performa Ltd (US)'s BOX Position: Q2 2024 in Review

Performa Ltd (US) sold out of Box (BOX) in Q2 2024, closing a stake of 100 shares — an estimated $2.83K sold.

Performa Ltd (US) first reported a position in BOX in Q1 2024 and held it in 1 quarter. The position peaked at $2.83K in Q1 2024. 349 funds tracked by Wall St. Rank hold BOX as of Q2 2024.

Performa Ltd (US) reported no remaining Box position as of Q2 2024 after selling out during the quarter.
Performa Ltd (US) sold 100 Box shares in Q2 2024, an estimated $2.83K.
Performa Ltd (US) first reported a position in Box in Q1 2024 and held it in 1 quarter.
Performa Ltd (US)'s Box position peaked at $2.83K in Q1 2024.
349 funds tracked by Wall St. Rank held Box as of Q2 2024.

Based on Performa Ltd (US)'s 13F filing for Q2 2024, filed 12 Aug 2024.