StoneX Group’s Box BOX Stock Holding History

StoneX 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
2021 Q4	–	Sell	-9,266	Closed	-$219K	–	581
2021 Q3	$219K	Sell	9,266 -200	-2%	-$4.91K	0.03%	439
2021 Q2	$242K	Sell	9,466 -450	-5%	-$10.5K	0.04%	408
2021 Q1	$228K	Sell	9,916 -5,093	-34%	-$99.2K	0.04%	364
2020 Q4	$271K	Sell	15,009 -9,330	-38%	-$162K	0.06%	281
2020 Q3	$423K	Sell	24,339 -1,475	-6%	-$27.2K	0.14%	183
2020 Q2	$536K	Sell	25,814 -1,175	-4%	-$20.6K	0.2%	129
2020 Q1	$379K	Sell	26,989 -300	-1%	-$4.46K	0.2%	151
2019 Q4	$458K	Sell	27,289 -12,108	-31%	-$203K	0.19%	156
2019 Q3	$652K	Sell	39,397 -2,060	-5%	-$33.1K	0.41%	77
2019 Q2	$730K	Buy	41,457 +3,184	+8%	+$60.9K	0.47%	65
2019 Q1	$739K	Buy	38,273 +4,358	+13%	+$90.3K	0.56%	55
2018 Q4	$572K	Sell	33,915 -144	-0.4%	-$2.65K	0.55%	61
2018 Q3	$814K	Buy	34,059 +5,036	+17%	+$127K	0.6%	45
2018 Q2	$725K	Buy	+29,023	New	+$719K	0.62%	46

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return