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Stephens Inc’s Box BOX Stock Holding History

Stephens Inc’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
2024
Q1 		– Sell
-5,595
Closed -$143K – 1313
2023
Q4 		$143K Sell
5,595
-596
-10% -$15.1K ﹤0.01% 1127
2023
Q3 		$150K Sell
6,191
-116
-2% -$3.31K ﹤0.01% 1076
2023
Q2 		$185K Hold
6,307
– – ﹤0.01% 1082
2023
Q1 		$169K Buy
6,307
+5
+0.1% +$151 ﹤0.01% 1052
2022
Q4 		$196K Sell
6,302
-109
-2% -$3.11K ﹤0.01% 1012
2022
Q3 		$156K Sell
6,411
-68
-1% -$1.87K ﹤0.01% 1052
2022
Q2 		$163K Buy
+6,479
New +$181K ﹤0.01% 1086

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Stephens Inc's BOX Position: Q1 2024 in Review

Stephens Inc sold out of Box (BOX) in Q1 2024, closing a stake of 5,595 shares — an estimated $143K sold.

Stephens Inc first reported a position in BOX in Q2 2022 and held it in 7 quarters. The position peaked at $196K in Q4 2022. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • Stephens Inc reported no remaining Box position as of Q1 2024 after selling out during the quarter.
  • Stephens Inc sold 5,595 Box shares in Q1 2024, an estimated $143K.
  • Stephens Inc first reported a position in Box in Q2 2022 and held it in 7 quarters.
  • Stephens Inc's Box position peaked at $196K in Q4 2022.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Stephens Inc's 13F filing for Q1 2024, filed 15 May 2024.