Strategic Global Advisors’s Box BOX Stock Holding History

Strategic Global Advisors’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 Q1	–	Sell	-187,434	Closed	-$3.38M	–	169
2020 Q4	$3.38M	Buy	187,434 +135,011	+258%	+$2.35M	0.6%	53
2020 Q3	$910K	Buy	+52,423	New	+$968K	0.17%	118

Other funds holding BOX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunriver Management Greenwich, Connecticut $637M AUM 2.87% 1-Year Est. Return

Strategic Global Advisors's BOX Position: Q1 2021 in Review

Strategic Global Advisors sold out of Box (BOX) in Q1 2021, closing a stake of 187,434 shares — an estimated $3.38M sold.

Strategic Global Advisors first reported a position in BOX in Q3 2020 and held it in 2 quarters. The position peaked at $3.38M in Q4 2020. 304 funds tracked by Wall St. Rank hold BOX as of Q1 2021.

Strategic Global Advisors reported no remaining Box position as of Q1 2021 after selling out during the quarter.
Strategic Global Advisors sold 187,434 Box shares in Q1 2021, an estimated $3.38M.
Strategic Global Advisors first reported a position in Box in Q3 2020 and held it in 2 quarters.
Strategic Global Advisors's Box position peaked at $3.38M in Q4 2020.
304 funds tracked by Wall St. Rank held Box as of Q1 2021.

Based on Strategic Global Advisors's 13F filing for Q1 2021, filed 14 May 2021.