Scout Investments’s Box BOX Stock Holding History

Scout Investments’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
2024 Q3	$8.39M	Sell	257,548 -41,677	-14%	-$1.22M	0.22%	140
2024 Q2	$7.91M	Sell	299,225 -28,668	-9%	-$764K	0.21%	147
2024 Q1	$9.36M	Sell	327,893 -20,841	-6%	-$560K	0.23%	141
2023 Q4	$8.93M	Sell	348,734 -5,466	-2%	-$138K	0.22%	142
2023 Q3	$8.76M	Sell	354,200 -10,289	-3%	-$294K	0.2%	135
2023 Q2	$11.3M	Sell	364,489 -10,909	-3%	-$302K	0.23%	129
2023 Q1	$10.1M	Sell	375,398 -4,271	-1%	-$129K	0.2%	138
2022 Q4	$11.8M	Sell	379,669 -44,078	-10%	-$1.26M	0.24%	118
2022 Q3	$10.3M	Sell	423,747 -11,999	-3%	-$330K	0.21%	134
2022 Q2	$11M	Buy	435,746 +11,706	+3%	+$327K	0.22%	123
2022 Q1	$12.3M	Sell	424,040 -13,098	-3%	-$345K	0.2%	127
2021 Q4	$11.4M	Sell	437,138 -9,826	-2%	-$253K	0.17%	173
2021 Q3	$10.6M	Sell	446,964 -4,965	-1%	-$122K	0.16%	185
2021 Q2	$11.5M	Buy	451,929 +71,919	+19%	+$1.68M	0.17%	178
2021 Q1	$8.72M	Buy	380,010 +37,992	+11%	+$740K	0.13%	228
2020 Q4	$6.17M	Buy	342,018 +9,900	+3%	+$172K	0.11%	246
2020 Q3	$5.77M	Buy	+332,118	New	+$6.13M	0.13%	223

Other funds holding BOX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return