UBS O'Connor
BOX icon

UBS O'Connor’s Box BOX Stock Holding History

UBS O'Connor’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
-32,500
Closed -$1.03M – 354
2024
Q4 		$1.03M Buy
+32,500
New +$1.07M 0.03% 225
2024
Q3 		– Sell
-150,000
Closed -$3.97M – 514
2024
Q2 		$3.97M Buy
150,000
+95,000
+173% +$2.53M 0.11% 124
2024
Q1 		$1.56M Buy
+55,000
New +$1.48M 0.04% 226
2023
Q3 		– Sell
-75,000
Closed -$2.2M – 579
2023
Q2 		$2.2M Buy
+75,000
New +$2.08M 0.05% 278
2020
Q2 		– Sell
-181,957
Closed -$2.56M – 395
2020
Q1 		$2.56M Buy
181,957
+131,957
+264% +$1.96M 0.05% 159
2019
Q4 		$839K Buy
+50,000
New +$839K 0.02% 239
2018
Q2 		– Sell
-137,247
Closed -$3.4M – 275
2018
Q1 		$2.82M Sell
137,247
-948,150
-87% -$20.4M 0.05% 148
2017
Q4 		$22.9M Sell
1,085,397
-310,247
-22% -$6.54M 0.41% 53
2017
Q3 		$27M Buy
1,395,644
+110,623
+9% +$2.08M 0.39% 53
2017
Q2 		$23.4M Sell
1,285,021
-132,420
-9% -$2.39M 0.38% 67
2017
Q1 		$23.1M Sell
1,417,441
-402,958
-22% -$6.81M 0.39% 61
2016
Q4 		$25.2M Buy
1,820,399
+91,259
+5% +$1.35M 0.49% 51
2016
Q3 		$27.3M Buy
1,729,140
+159,070
+10% +$2.01M 0.41% 53
2016
Q2 		$16.2M Sell
1,570,070
-1,516,687
-49% -$18.1M 0.35% 74
2016
Q1 		$37.8M Buy
3,086,757
+386,617
+14% +$4.39M 0.38% 71
2015
Q4 		$37.7M Buy
2,700,140
+837,800
+45% +$11M 0.33% 68
2015
Q3 		$23.4M Buy
1,862,340
+1,462,340
+366% +$21.8M 0.22% 119
2015
Q2 		$7.46M Buy
400,000
+365,000
+1,043% +$6.41M 0.06% 290
2015
Q1 		$692K Buy
+35,000
New +$658K 0.01% 602

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS O'Connor's BOX Position: Q1 2025 in Review

UBS O'Connor sold out of Box (BOX) in Q1 2025, closing a stake of 32,500 shares — an estimated $1.03M sold.

UBS O'Connor first reported a position in BOX in Q1 2015 and held it in 19 quarters. The position peaked at $37.8M in Q1 2016. 392 funds tracked by Wall St. Rank hold BOX as of Q1 2025.

  • UBS O'Connor reported no remaining Box position as of Q1 2025 after selling out during the quarter.
  • UBS O'Connor sold 32,500 Box shares in Q1 2025, an estimated $1.03M.
  • UBS O'Connor first reported a position in Box in Q1 2015 and held it in 19 quarters.
  • UBS O'Connor's Box position peaked at $37.8M in Q1 2016.
  • 392 funds tracked by Wall St. Rank held Box as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.