PTC
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Petrus Trust Company’s Box BOX Stock Holding History

Petrus Trust Company’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
2025
Q1 		– Sell
-13,264
Closed -$419K – 606
2024
Q4 		$419K Sell
13,264
-5,513
-29% -$181K 0.04% 311
2024
Q3 		$615K Buy
+18,777
New +$548K 0.06% 142
2024
Q2 		– Sell
-8,621
Closed -$244K – 599
2024
Q1 		$244K Sell
8,621
-19,613
-69% -$527K 0.02% 515
2023
Q4 		$723K Hold
28,234
– – 0.07% 100
2023
Q3 		$684K Buy
28,234
+8,690
+44% +$248K 0.07% 90
2023
Q2 		$574K Hold
19,544
– – 0.06% 112
2023
Q1 		$524K Buy
+19,544
New +$589K 0.06% 75
2020
Q4 		– Sell
-10,678
Closed -$185K – 94
2020
Q3 		$185K Buy
10,678
+1,043
+11% +$19.3K 0.02% 214
2020
Q2 		$200K Buy
+9,635
New +$169K 0.02% 192

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Vanguard Group
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return