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Steph & Co’s Box BOX Stock Holding History

Steph & Co’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
2020
Q1 		– Sell
-4,581
Closed -$77K – 256
2019
Q4 		$77K Buy
+4,581
New +$76.8K 0.07% 157

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steph & Co's BOX Position: Q1 2020 in Review

Steph & Co sold out of Box (BOX) in Q1 2020, closing a stake of 4,581 shares — an estimated $77K sold.

Steph & Co first reported a position in BOX in Q4 2019 and held it in 1 quarter. The position peaked at $77K in Q4 2019. 252 funds tracked by Wall St. Rank hold BOX as of Q1 2020.

  • Steph & Co reported no remaining Box position as of Q1 2020 after selling out during the quarter.
  • Steph & Co sold 4,581 Box shares in Q1 2020, an estimated $77K.
  • Steph & Co first reported a position in Box in Q4 2019 and held it in 1 quarter.
  • Steph & Co's Box position peaked at $77K in Q4 2019.
  • 252 funds tracked by Wall St. Rank held Box as of Q1 2020.

Based on Steph & Co's 13F filing for Q1 2020, filed 14 Apr 2020.