SOAMC
BOX icon

Spirit of America Management Corp’s Box BOX Stock Holding History

Spirit of America Management Corp’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
Q2 		– Sell
-7,200
Closed -$165K – 240
2021
Q1 		$165K Hold
7,200
– – 0.04% 199
2020
Q4 		$130K Hold
7,200
– – 0.03% 201
2020
Q3 		$125K Hold
7,200
– – 0.03% 197
2020
Q2 		$149K Hold
7,200
– – 0.04% 190
2020
Q1 		$101K Hold
7,200
– – 0.03% 201
2019
Q4 		$121K Hold
7,200
– – 0.02% 209
2019
Q3 		$119K Hold
7,200
– – 0.02% 223
2019
Q2 		$127K Hold
7,200
– – 0.02% 224
2019
Q1 		$139K Hold
7,200
– – 0.02% 221
2018
Q4 		$122K Buy
7,200
+3,000
+71% +$55.2K 0.02% 225
2018
Q3 		$100K Buy
+4,200
New +$106K 0.01% 240

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spirit of America Management Corp's BOX Position: Q2 2021 in Review

Spirit of America Management Corp sold out of Box (BOX) in Q2 2021, closing a stake of 7,200 shares — an estimated $165K sold.

Spirit of America Management Corp first reported a position in BOX in Q3 2018 and held it in 11 quarters. The position peaked at $165K in Q1 2021. 280 funds tracked by Wall St. Rank hold BOX as of Q2 2021.

  • Spirit of America Management Corp reported no remaining Box position as of Q2 2021 after selling out during the quarter.
  • Spirit of America Management Corp sold 7,200 Box shares in Q2 2021, an estimated $165K.
  • Spirit of America Management Corp first reported a position in Box in Q3 2018 and held it in 11 quarters.
  • Spirit of America Management Corp's Box position peaked at $165K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held Box as of Q2 2021.

Based on Spirit of America Management Corp's 13F filing for Q2 2021, filed 20 Jul 2021.