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Potrero Capital Research’s Box BOX Stock Holding History

Potrero Capital Research’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
Q4 		– Sell
-201,292
Closed -$4.76M – 73
2021
Q3 		$4.76M Sell
201,292
-248,596
-55% -$6.11M 1.11% 31
2021
Q2 		$11.5M Sell
449,888
-405,519
-47% -$9.45M 2.76% 11
2021
Q1 		$19.6M Hold
855,407
– – 4.7% 3
2020
Q4 		$15.4M Hold
855,407
– – 1.95% 9
2020
Q3 		$14.8M Buy
855,407
+113,723
+15% +$2.1M 4.85% 4
2020
Q2 		$15.4M Buy
741,684
+101,530
+16% +$1.78M 7.19% 1
2020
Q1 		$8.99M Hold
640,154
– – 6.34% 1
2019
Q4 		$10.7M Buy
640,154
+292,706
+84% +$4.91M 5.92% 2
2019
Q3 		$5.75M Buy
347,448
+236,448
+213% +$3.79M 3.31% 11
2019
Q2 		$1.96M Hold
111,000
– – 1.12% 32
2019
Q1 		$2.14M Buy
+111,000
New +$2.3M 1.33% 27
2018
Q4 		– Sell
-334,162
Closed -$7.99M – 47
2018
Q3 		$7.99M Buy
334,162
+220,642
+194% +$5.55M 5.16% 8
2018
Q2 		$2.84M Sell
113,520
-570,496
-83% -$14.1M 2.11% 21
2018
Q1 		$14.1M Buy
684,016
+195,314
+40% +$4.2M 10.53% 1
2017
Q4 		$10.3M Hold
488,702
– – 8.49% 1
2017
Q3 		$9.44M Buy
488,702
+152,968
+46% +$2.87M 7.94% 2
2017
Q2 		$6.12M Hold
335,734
– – 5.72% 2
2017
Q1 		$5.48M Buy
335,734
+78,955
+31% +$1.33M 4.87% 4
2016
Q4 		$3.56M Buy
256,779
+40,900
+19% +$605K 3.34% 10
2016
Q3 		$3.4M Sell
215,879
-18,087
-8% -$229K 3.17% 14
2016
Q2 		$2.42M Hold
233,966
– – 2.2% 18
2016
Q1 		$2.87M Buy
+233,966
New +$2.65M 2.73% 15

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Potrero Capital Research's BOX Position: Q4 2021 in Review

Potrero Capital Research sold out of Box (BOX) in Q4 2021, closing a stake of 201,292 shares — an estimated $4.76M sold.

Potrero Capital Research first reported a position in BOX in Q1 2016 and held it in 22 quarters. The position peaked at $19.6M in Q1 2021. 312 funds tracked by Wall St. Rank hold BOX as of Q4 2021.

  • Potrero Capital Research reported no remaining Box position as of Q4 2021 after selling out during the quarter.
  • Potrero Capital Research sold 201,292 Box shares in Q4 2021, an estimated $4.76M.
  • Potrero Capital Research first reported a position in Box in Q1 2016 and held it in 22 quarters.
  • Potrero Capital Research's Box position peaked at $19.6M in Q1 2021.
  • 312 funds tracked by Wall St. Rank held Box as of Q4 2021.

Based on Potrero Capital Research's 13F filing for Q4 2021, filed 14 Feb 2022.