SIP
BOX icon

Stoneridge Investment Partners’s Box BOX Stock Holding History

Stoneridge Investment Partners’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
2017
Q4 		– Sell
-17,840
Closed -$345K – 226
2017
Q3 		$345K Sell
17,840
-7,926
-31% -$149K 0.05% 163
2017
Q2 		$470K Buy
+25,766
New +$465K 0.07% 159
2016
Q3 		– Sell
-65,395
Closed -$676K – 269
2016
Q2 		$676K Buy
+65,395
New +$782K 0.1% 193
2016
Q1 		– Sell
-105,285
Closed -$1.47M – 291
2015
Q4 		$1.47M Buy
+105,285
New +$1.38M 0.2% 132

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return

Stoneridge Investment Partners's BOX Position: Q4 2017 in Review

Stoneridge Investment Partners sold out of Box (BOX) in Q4 2017, closing a stake of 17,840 shares — an estimated $345K sold.

Stoneridge Investment Partners first reported a position in BOX in Q4 2015 and held it in 4 quarters. The position peaked at $1.47M in Q4 2015. 207 funds tracked by Wall St. Rank hold BOX as of Q4 2017.

  • Stoneridge Investment Partners reported no remaining Box position as of Q4 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 17,840 Box shares in Q4 2017, an estimated $345K.
  • Stoneridge Investment Partners first reported a position in Box in Q4 2015 and held it in 4 quarters.
  • Stoneridge Investment Partners's Box position peaked at $1.47M in Q4 2015.
  • 207 funds tracked by Wall St. Rank held Box as of Q4 2017.

Based on Stoneridge Investment Partners's 13F filing for Q4 2017, filed 5 Feb 2018.