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Summit Securities Group’s Box BOX Stock Holding History

Summit Securities 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
Q1 		– Sell
-9,677
Closed -$301K – 845
2022
Q4 		$301K Buy
+9,677
New +$276K 0.01% 377
2021
Q3 		– Sell
-98,300
Closed -$2.51M – 698
2021
Q2 		$2.51M Buy
98,300
+89,300
+992% +$2.08M 0.21% 107
2021
Q1 		$207K Buy
+9,000
New +$175K 0.02% 526

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Summit Securities Group's BOX Position: Q1 2023 in Review

Summit Securities Group sold out of Box (BOX) in Q1 2023, closing a stake of 9,677 shares — an estimated $301K sold.

Summit Securities Group first reported a position in BOX in Q1 2021 and held it in 3 quarters. The position peaked at $2.51M in Q2 2021. 364 funds tracked by Wall St. Rank hold BOX as of Q1 2023.

  • Summit Securities Group reported no remaining Box position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 9,677 Box shares in Q1 2023, an estimated $301K.
  • Summit Securities Group first reported a position in Box in Q1 2021 and held it in 3 quarters.
  • Summit Securities Group's Box position peaked at $2.51M in Q2 2021.
  • 364 funds tracked by Wall St. Rank held Box as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.