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Starboard Value’s Box BOX Stock Holding History

Starboard Value’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
Q4 		– Sell
-12,213,663
Closed -$289M – 137
2021
Q3 		$289M Sell
12,213,663
-800,000
-6% -$19.6M 5.29% 9
2021
Q2 		$332M Buy
13,013,663
+266,976
+2% +$6.22M 6.53% 7
2021
Q1 		$293M Buy
12,746,687
+1,769,842
+16% +$34.5M 6.25% 6
2020
Q4 		$198M Buy
10,976,845
+1,688,383
+18% +$29.4M 5.04% 10
2020
Q3 		$161M Buy
9,288,462
+244,462
+3% +$4.51M 4.79% 11
2020
Q2 		$188M Sell
9,044,000
-2,630,546
-23% -$46.2M 6.69% 6
2020
Q1 		$164M Buy
11,674,546
+4,399,650
+60% +$65.5M 6.65% 7
2019
Q4 		$122M Buy
7,274,896
+300,000
+4% +$5.03M 3.53% 9
2019
Q3 		$116M Buy
+6,974,896
New +$112M 3.85% 9

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Starboard Value's BOX Position: Q4 2021 in Review

Starboard Value sold out of Box (BOX) in Q4 2021, closing a stake of 12,213,663 shares — an estimated $289M sold.

Starboard Value first reported a position in BOX in Q3 2019 and held it in 9 quarters. The position peaked at $332M in Q2 2021. 312 funds tracked by Wall St. Rank hold BOX as of Q4 2021.

  • Starboard Value reported no remaining Box position as of Q4 2021 after selling out during the quarter.
  • Starboard Value sold 12,213,663 Box shares in Q4 2021, an estimated $289M.
  • Starboard Value first reported a position in Box in Q3 2019 and held it in 9 quarters.
  • Starboard Value's Box position peaked at $332M in Q2 2021.
  • 312 funds tracked by Wall St. Rank held Box as of Q4 2021.

Based on Starboard Value's 13F filing for Q4 2021, filed 14 Feb 2022.