UBS Group’s Boxed, Inc. BOXD Stock Holding History

UBS Group’s Portfolio BOXD Stock Details BOXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-109,074	Closed	-$20.7K	–	10402
2023 Q1	$20.7K	Buy	109,074 +57,885	+113%	+$26K	﹤0.01%	7048
2022 Q4	$10.2K	Buy	51,189 +50,289	+5,588%	+$25.7K	﹤0.01%	8552
2022 Q3	$1K	Sell	900 -15,448	-94%	-$22.6K	﹤0.01%	10197
2022 Q2	$30K	Buy	16,348 +12,427	+317%	+$95.9K	﹤0.01%	6411
2022 Q1	$40K	Buy	3,921 +1,946	+99%	+$19.8K	﹤0.01%	6719
2021 Q4	$27K	Buy	+1,975	New	+$22.7K	﹤0.01%	7521

Other funds holding BOXD

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

UBS Group's BOXD Position: Q2 2023 in Review

UBS Group sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 109,074 shares — an estimated $20.7K sold.

UBS Group first reported a position in BOXD in Q4 2021 and held it in 6 quarters. The position peaked at $40K in Q1 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

UBS Group reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
UBS Group sold 109,074 Boxed, Inc. shares in Q2 2023, an estimated $20.7K.
UBS Group first reported a position in Boxed, Inc. in Q4 2021 and held it in 6 quarters.
UBS Group's Boxed, Inc. position peaked at $40K in Q1 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on UBS Group's 13F filing for Q2 2023, filed 11 Aug 2023.