Sumitomo Mitsui Trust Group
BOX icon

Sumitomo Mitsui Trust Group’s Box BOX Stock Holding History

Sumitomo Mitsui Trust 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
2024
Q1 		– Sell
-57,403
Closed -$1.47M – 1126
2023
Q4 		$1.47M Sell
57,403
-9,622
-14% -$243K ﹤0.01% 938
2023
Q3 		$1.62M Sell
67,025
-2,492,365
-97% -$71.2M ﹤0.01% 934
2023
Q2 		$75.2M Buy
2,559,390
+105,631
+4% +$2.93M 0.06% 356
2023
Q1 		$65.7M Buy
2,453,759
+229,047
+10% +$6.9M 0.05% 403
2022
Q4 		$69.3M Buy
2,224,712
+143,909
+7% +$4.11M 0.05% 400
2022
Q3 		$50.8M Buy
2,080,803
+508,869
+32% +$14M 0.04% 477
2022
Q2 		$39.5M Buy
+1,571,934
New +$43.9M 0.03% 574

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BOX Position: Q1 2024 in Review

Sumitomo Mitsui Trust Group sold out of Box (BOX) in Q1 2024, closing a stake of 57,403 shares — an estimated $1.47M sold.

Sumitomo Mitsui Trust Group first reported a position in BOX in Q2 2022 and held it in 7 quarters. The position peaked at $75.2M in Q2 2023. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Box position as of Q1 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 57,403 Box shares in Q1 2024, an estimated $1.47M.
  • Sumitomo Mitsui Trust Group first reported a position in Box in Q2 2022 and held it in 7 quarters.
  • Sumitomo Mitsui Trust Group's Box position peaked at $75.2M in Q2 2023.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2024, filed 19 Apr 2024.