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

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Petrus Trust Company's BOX Position: Q1 2025 in Review

Petrus Trust Company sold out of Box (BOX) in Q1 2025, closing a stake of 13,264 shares — an estimated $419K sold.

Petrus Trust Company first reported a position in BOX in Q2 2020 and held it in 9 quarters. The position peaked at $723K in Q4 2023. 392 funds tracked by Wall St. Rank hold BOX as of Q1 2025.

  • Petrus Trust Company reported no remaining Box position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 13,264 Box shares in Q1 2025, an estimated $419K.
  • Petrus Trust Company first reported a position in Box in Q2 2020 and held it in 9 quarters.
  • Petrus Trust Company's Box position peaked at $723K in Q4 2023.
  • 392 funds tracked by Wall St. Rank held Box as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.