Rafferty Asset Management
BOX icon

Rafferty Asset Management’s Box BOX Stock Holding History

Rafferty Asset Management’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
Q4 		– Sell
-16,014
Closed -$517K – 1137
2025
Q3 		$517K Sell
16,014
-5,660
-26% -$183K ﹤0.01% 897
2025
Q2 		$741K Sell
21,674
-1,261
-5% -$41.3K ﹤0.01% 805
2025
Q1 		$708K Sell
22,935
-3,193
-12% -$103K ﹤0.01% 807
2024
Q4 		$826K Buy
26,128
+1,439
+6% +$47.2K ﹤0.01% 825
2024
Q3 		$808K Sell
24,689
-12,309
-33% -$359K ﹤0.01% 839
2024
Q2 		$978K Sell
36,998
-20,714
-36% -$552K ﹤0.01% 825
2024
Q1 		$1.63M Sell
57,712
-12,902
-18% -$346K 0.01% 736
2023
Q4 		$1.81M Buy
70,614
+1,567
+2% +$39.6K 0.01% 696
2023
Q3 		$1.67M Buy
69,047
+15,448
+29% +$441K 0.01% 666
2023
Q2 		$1.57M Sell
53,599
-5,351
-9% -$148K 0.01% 704
2023
Q1 		$1.58M Sell
58,950
-10,187
-15% -$307K 0.01% 673
2022
Q4 		$2.15M Buy
69,137
+2,401
+4% +$68.5K 0.02% 552
2022
Q3 		$1.63M Sell
66,736
-22,101
-25% -$608K 0.02% 556
2022
Q2 		$2.23M Sell
88,837
-28,786
-24% -$804K 0.02% 437
2022
Q1 		$3.42M Sell
117,623
-32,473
-22% -$854K 0.02% 478
2021
Q4 		$3.93M Buy
150,096
+14,927
+11% +$385K 0.02% 468
2021
Q3 		$3.2M Sell
135,169
-30,240
-18% -$743K 0.02% 441
2021
Q2 		$4.23M Sell
165,409
-31,222
-16% -$728K 0.03% 372
2021
Q1 		$4.51M Buy
196,631
+2,890
+1% +$56.3K 0.03% 303
2020
Q4 		$3.5M Buy
193,741
+25,487
+15% +$444K 0.03% 322
2020
Q3 		$2.92M Buy
168,254
+122,461
+267% +$2.26M 0.04% 313
2020
Q2 		$951K Buy
+45,793
New +$804K 0.01% 563

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Rafferty Asset Management's BOX Position: Q4 2025 in Review

Rafferty Asset Management sold out of Box (BOX) in Q4 2025, closing a stake of 16,014 shares — an estimated $517K sold.

Rafferty Asset Management first reported a position in BOX in Q2 2020 and held it in 22 quarters. The position peaked at $4.51M in Q1 2021. 412 funds tracked by Wall St. Rank hold BOX as of Q4 2025.

  • Rafferty Asset Management reported no remaining Box position as of Q4 2025 after selling out during the quarter.
  • Rafferty Asset Management sold 16,014 Box shares in Q4 2025, an estimated $517K.
  • Rafferty Asset Management first reported a position in Box in Q2 2020 and held it in 22 quarters.
  • Rafferty Asset Management's Box position peaked at $4.51M in Q1 2021.
  • 412 funds tracked by Wall St. Rank held Box as of Q4 2025.

Based on Rafferty Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.