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
2018 Q2	–	Sell	-200,000	Closed	-$4.11M	–	45
2018 Q1	$4.11M	Sell	200,000 -57,700	-22%	-$1.24M	3.08%	10
2017 Q4	$5.44M	Buy	+257,700	New	+$5.44M	4.48%	7

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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.