SSC
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return