Sageworth Trust’s Box BOX Stock Holding History

Sageworth Trust’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
2023 Q2	–	Sell	-313	Closed	-$8.38K	–	130
2023 Q1	$8.38K	Buy	+313	New	+$9.43K	﹤0.01%	307
2019 Q2	–	Sell	-1,348	Closed	-$26K	–	187
2019 Q1	$26K	Buy	+1,348	New	+$27.9K	﹤0.01%	124

Other funds holding BOX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sageworth Trust's BOX Position: Q2 2023 in Review

Sageworth Trust sold out of Box (BOX) in Q2 2023, closing a stake of 313 shares — an estimated $8.38K sold.

Sageworth Trust first reported a position in BOX in Q1 2019 and held it in 2 quarters. The position peaked at $26K in Q1 2019. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

Sageworth Trust reported no remaining Box position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 313 Box shares in Q2 2023, an estimated $8.38K.
Sageworth Trust first reported a position in Box in Q1 2019 and held it in 2 quarters.
Sageworth Trust's Box position peaked at $26K in Q1 2019.
343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.