VA
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Valmark Advisers’s Box BOX Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-24,465
Closed -$592K – 499
2023
Q3 		$592K Sell
24,465
-15,933
-39% -$455K 0.01% 304
2023
Q2 		$1.19M Buy
40,398
+2,466
+7% +$68.3K 0.02% 203
2023
Q1 		$1.02M Buy
37,932
+2,283
+6% +$68.8K 0.02% 219
2022
Q4 		$1.11M Sell
35,649
-532
-1% -$15.2K 0.03% 199
2022
Q3 		$882K Buy
36,181
+2,808
+8% +$77.3K 0.02% 203
2022
Q2 		$839K Hold
33,373
– – 0.02% 221
2022
Q1 		$970K Buy
33,373
+856
+3% +$22.5K 0.02% 209
2021
Q4 		$852K Buy
32,517
+8,806
+37% +$227K 0.01% 220
2021
Q3 		$561K Buy
+23,711
New +$582K 0.01% 263

Other funds holding BOX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return