Vontobel Holding
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Vontobel Holding’s Box BOX Stock Holding History

Vontobel Holding’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
2024
Q2 		– Sell
-10,327
Closed -$292K – 1084
2024
Q1 		$292K Sell
10,327
-1,048
-9% -$28.1K ﹤0.01% 908
2023
Q4 		$291K Sell
11,375
-75
-0.7% -$1.9K ﹤0.01% 931
2023
Q3 		$277K Sell
11,450
-237
-2% -$6.77K ﹤0.01% 913
2023
Q2 		$343K Hold
11,687
– – ﹤0.01% 893
2023
Q1 		$313K Buy
11,687
+1,208
+12% +$36.4K ﹤0.01% 880
2022
Q4 		$326K Sell
10,479
-5,354
-34% -$153K ﹤0.01% 872
2022
Q3 		$386K Sell
15,833
-417
-3% -$11.5K ﹤0.01% 797
2022
Q2 		$409K Sell
16,250
-17,378
-52% -$486K ﹤0.01% 771
2022
Q1 		$977K Sell
33,628
-13,609
-29% -$358K 0.01% 630
2021
Q4 		$1.24M Buy
47,237
+13,744
+41% +$354K 0.01% 574
2021
Q3 		$793K Buy
33,493
+596
+2% +$14.6K 0.01% 673
2021
Q2 		$841K Sell
32,897
-12,612
-28% -$294K 0.01% 629
2021
Q1 		$1.04M Buy
45,509
+7,996
+21% +$156K 0.01% 521
2020
Q4 		$677K Buy
+37,513
New +$653K ﹤0.01% 597

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return