RHBC
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R.H. Bluestein & Co’s Box BOX Stock Holding History

R.H. Bluestein & Co’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
2019
Q4 		– Sell
-12,000
Closed -$199K – 342
2019
Q3 		$199K Hold
12,000
– – 0.01% 318
2019
Q2 		$211K Hold
12,000
– – 0.01% 295
2019
Q1 		$232K Hold
12,000
– – 0.01% 262
2018
Q4 		$203K Sell
12,000
-250
-2% -$4.6K 0.02% 265
2018
Q3 		$293K Sell
12,250
-1,250
-9% -$31.5K 0.01% 256
2018
Q2 		$337K Buy
13,500
+3,500
+35% +$86.8K 0.02% 214
2018
Q1 		$206K Sell
10,000
-2,500
-20% -$53.8K 0.01% 308
2017
Q4 		$264K Buy
12,500
+2,500
+25% +$52.7K 0.01% 270
2017
Q3 		$193K Sell
10,000
-500
-5% -$9.39K 0.01% 307
2017
Q2 		$192K Buy
+10,500
New +$189K 0.01% 295

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return