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Wallace Weitz’s Box BOX Stock Holding History

Wallace Weitz’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
2021
Q2 		– Sell
-1,244,000
Closed -$28.6M – 61
2021
Q1 		$28.6M Buy
1,244,000
+195,000
+19% +$3.8M 1.26% 26
2020
Q4 		$18.9M Hold
1,049,000
– – 0.81% 42
2020
Q3 		$18.2M Hold
1,049,000
– – 0.85% 37
2020
Q2 		$21.8M Sell
1,049,000
-204,000
-16% -$3.58M 1.08% 36
2020
Q1 		$17.6M Sell
1,253,000
-340,100
-21% -$5.06M 0.93% 36
2019
Q4 		$26.7M Sell
1,593,100
-50,000
-3% -$839K 1.05% 34
2019
Q3 		$27.2M Buy
1,643,100
+21,000
+1% +$337K 1.11% 32
2019
Q2 		$28.6M Buy
1,622,100
+575,700
+55% +$11M 1.13% 31
2019
Q1 		$20.2M Buy
+1,046,400
New +$21.7M 0.84% 38

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wallace Weitz's BOX Position: Q2 2021 in Review

Wallace Weitz sold out of Box (BOX) in Q2 2021, closing a stake of 1,244,000 shares — an estimated $28.6M sold.

Wallace Weitz first reported a position in BOX in Q1 2019 and held it in 9 quarters. The position peaked at $28.6M in Q2 2019. 280 funds tracked by Wall St. Rank hold BOX as of Q2 2021.

  • Wallace Weitz reported no remaining Box position as of Q2 2021 after selling out during the quarter.
  • Wallace Weitz sold 1,244,000 Box shares in Q2 2021, an estimated $28.6M.
  • Wallace Weitz first reported a position in Box in Q1 2019 and held it in 9 quarters.
  • Wallace Weitz's Box position peaked at $28.6M in Q2 2019.
  • 280 funds tracked by Wall St. Rank held Box as of Q2 2021.

Based on Weitz Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.