SpiderRock Advisors’s Box BOX Stock Holding History

SpiderRock Advisors’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
2021 Q1	–	Hold	0	–	-$193K	–	177
2020 Q4	–	Hold	0	–	–	–	114

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SpiderRock Advisors's BOX Position: Q3 2024 in Review

SpiderRock Advisors reduced its Box (BOX) stake by 16% in Q3 2024, selling an estimated $131K and leaving 24,000 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #518.

SpiderRock Advisors first reported a position in BOX in Q1 2024 and has held it in 3 quarters since. The position peaked at $830K in Q1 2024. 395 funds tracked by Wall St. Rank hold BOX as of Q3 2024.

SpiderRock Advisors held 24,000 shares of Box worth $786K as of Q3 2024.
SpiderRock Advisors sold 4,500 Box shares in Q3 2024, an estimated $131K.
Box made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #518 holding.
SpiderRock Advisors first reported a position in Box in Q1 2024 and has held it in 3 quarters since.
SpiderRock Advisors's Box position peaked at $830K in Q1 2024.
395 funds tracked by Wall St. Rank held Box as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.