State Street’s Boxed, Inc. BOXD Stock Holding History

State Street’s Portfolio BOXD Stock Details BOXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,176,187	Closed	-$223K	–	4828
2023 Q1	$223K	Buy	1,176,187 +239,564	+26%	+$108K	﹤0.01%	4040
2022 Q4	$183K	Sell	936,623 -10,633	-1%	-$5.42K	﹤0.01%	4141
2022 Q3	$873K	Buy	947,256 +544,183	+135%	+$794K	﹤0.01%	3622
2022 Q2	$746K	Buy	403,073 +260,809	+183%	+$2.01M	﹤0.01%	3697
2022 Q1	$1.44M	Buy	+142,264	New	+$1.45M	﹤0.01%	3684

Other funds holding BOXD

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

State Street's BOXD Position: Q2 2023 in Review

State Street sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 1,176,187 shares — an estimated $223K sold.

State Street first reported a position in BOXD in Q1 2022 and held it in 5 quarters. The position peaked at $1.44M in Q1 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

State Street reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
State Street sold 1,176,187 Boxed, Inc. shares in Q2 2023, an estimated $223K.
State Street first reported a position in Boxed, Inc. in Q1 2022 and held it in 5 quarters.
State Street's Boxed, Inc. position peaked at $1.44M in Q1 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on State Street's 13F filing for Q2 2023, filed 14 Aug 2023.