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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
BlackRock New York $6.73T AUM 46.02% 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 $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Scout Investments's BOX Position: Q3 2024 in Review

Scout Investments reduced its Box (BOX) stake by 14% in Q3 2024, selling an estimated $1.22M and leaving 257,548 shares worth $8.39M. The position accounts for 0.22% of the portfolio, ranked #140.

Scout Investments first reported a position in BOX in Q3 2020 and has held it in 17 quarters since. The position peaked at $12.3M in Q1 2022. 395 funds tracked by Wall St. Rank hold BOX as of Q3 2024.

  • Scout Investments held 257,548 shares of Box worth $8.39M as of Q3 2024.
  • Scout Investments sold 41,677 Box shares in Q3 2024, an estimated $1.22M.
  • Box made up 0.22% of Scout Investments's portfolio in Q3 2024, its #140 holding.
  • Scout Investments first reported a position in Box in Q3 2020 and has held it in 17 quarters since.
  • Scout Investments's Box position peaked at $12.3M in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Box as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.