SFG
BOX icon

Steward Financial Group’s Box BOX Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+57
New +$1.63K ﹤0.01% 1104
2023
Q2 		– Sell
-75
Closed -$2K – 532
2023
Q1 		$2K Buy
75
+51
+213% +$1.54K ﹤0.01% 479
2022
Q4 		$0 Buy
+24
New +$685 ﹤0.01% 574

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Steward Financial Group's BOX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Box (BOX) in Q3 2023: 57 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BOX as recently as Q1 2023.

Steward Financial Group first reported a position in BOX in Q4 2022 and has held it in 3 quarters since. The position peaked at $2K in Q1 2023. 326 funds tracked by Wall St. Rank hold BOX as of Q3 2023.

  • Steward Financial Group held 57 shares of Box worth $1K as of Q3 2023.
  • Box was a new Steward Financial Group position in Q3 2023.
  • Box made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1104 holding.
  • Steward Financial Group first reported a position in Box in Q4 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Box position peaked at $2K in Q1 2023.
  • 326 funds tracked by Wall St. Rank held Box as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.