Trust Company of Vermont’s Box BOX Stock Holding History

Trust Company of Vermont’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
2025 Q1	–	Sell	-200	Closed	-$6.32K	–	1042
2024 Q4	$6.32K	Hold	200	–	–	﹤0.01%	823
2024 Q3	$6.55K	Hold	200	–	–	﹤0.01%	798
2024 Q2	$5.29K	Sell	200 -1,400	-88%	-$37.3K	﹤0.01%	749
2024 Q1	$45.3K	Hold	1,600	–	–	﹤0.01%	501
2023 Q4	$41K	Hold	1,600	–	–	﹤0.01%	453
2023 Q3	$38.7K	Hold	1,600	–	–	﹤0.01%	480
2023 Q2	$47K	Hold	1,600	–	–	﹤0.01%	489
2023 Q1	$42.9K	Hold	1,600	–	–	﹤0.01%	518
2022 Q4	$49.8K	Hold	1,600	–	–	﹤0.01%	479
2022 Q3	$39K	Hold	1,600	–	–	﹤0.01%	521
2022 Q2	$40K	Buy	+1,600	New	+$44.7K	﹤0.01%	501
2022 Q1	–	Sell	-1,600	Closed	-$42K	–	367
2021 Q4	$42K	Buy	+1,600	New	+$41.2K	﹤0.01%	506
2021 Q3	–	Sell	-1,600	Closed	-$41K	–	357
2021 Q2	$41K	Hold	1,600	–	–	﹤0.01%	499
2021 Q1	$37K	Hold	1,600	–	–	﹤0.01%	498
2020 Q4	$29K	Hold	1,600	–	–	﹤0.01%	502
2020 Q3	$28K	Hold	1,600	–	–	﹤0.01%	491
2020 Q2	$33K	Hold	1,600	–	–	﹤0.01%	479
2020 Q1	$22K	Hold	1,600	–	–	﹤0.01%	553
2019 Q4	$27K	Hold	1,600	–	–	﹤0.01%	559
2019 Q3	$26K	Hold	1,600	–	–	﹤0.01%	579
2019 Q2	$28K	Hold	1,600	–	–	﹤0.01%	563
2019 Q1	$31K	Buy	+1,600	New	+$33.1K	﹤0.01%	541

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Trust Company of Vermont's BOX Position: Q1 2025 in Review

Trust Company of Vermont sold out of Box (BOX) in Q1 2025, closing a stake of 200 shares — an estimated $6.32K sold.

Trust Company of Vermont first reported a position in BOX in Q1 2019 and held it in 22 quarters. The position peaked at $49.8K in Q4 2022. 392 funds tracked by Wall St. Rank hold BOX as of Q1 2025.

Trust Company of Vermont reported no remaining Box position as of Q1 2025 after selling out during the quarter.
Trust Company of Vermont sold 200 Box shares in Q1 2025, an estimated $6.32K.
Trust Company of Vermont first reported a position in Box in Q1 2019 and held it in 22 quarters.
Trust Company of Vermont's Box position peaked at $49.8K in Q4 2022.
392 funds tracked by Wall St. Rank held Box as of Q1 2025.

Based on Trust Company of Vermont's 13F filing for Q1 2025, filed 24 Apr 2025.