Syverson Strege & Co’s Box BOX Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-548	Closed	-$14.7K	–	140
2023 Q1	$14.7K	Hold	548	–	–	0.01%	216
2022 Q4	$17.1K	Hold	548	–	–	0.01%	177
2022 Q3	$13K	Hold	548	–	–	0.01%	176
2022 Q2	$14K	Hold	548	–	–	0.01%	202
2022 Q1	$16K	Hold	548	–	–	0.02%	175
2021 Q4	$14K	Hold	548	–	–	0.01%	189
2021 Q3	$13K	Hold	548	–	–	0.01%	213
2021 Q2	$14K	Hold	548	–	–	0.01%	181
2021 Q1	$13K	Hold	548	–	–	0.01%	182
2020 Q4	$10K	Buy	+548	New	+$9.54K	0.01%	182

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Syverson Strege & Co's BOX Position: Q2 2023 in Review

Syverson Strege & Co sold out of Box (BOX) in Q2 2023, closing a stake of 548 shares — an estimated $14.7K sold.

Syverson Strege & Co first reported a position in BOX in Q4 2020 and held it in 10 quarters. The position peaked at $17.1K in Q4 2022. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

Syverson Strege & Co reported no remaining Box position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 548 Box shares in Q2 2023, an estimated $14.7K.
Syverson Strege & Co first reported a position in Box in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Box position peaked at $17.1K in Q4 2022.
343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.