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Wasatch Advisors’s Box BOX Stock Holding History

Wasatch Advisors’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
2019
Q4 		– Sell
-416,601
Closed -$6.9M – 247
2019
Q3 		$6.9M Sell
416,601
-423
-0.1% -$6.79K 0.07% 161
2019
Q2 		$7.34M Buy
417,024
+112,614
+37% +$2.15M 0.07% 150
2019
Q1 		$5.88M Buy
304,410
+16,717
+6% +$346K 0.06% 155
2018
Q4 		$4.86M Buy
287,693
+18,411
+7% +$339K 0.06% 161
2018
Q3 		$6.44M Buy
269,282
+145,586
+118% +$3.66M 0.07% 143
2018
Q2 		$3.09M Buy
123,696
+12,227
+11% +$303K 0.04% 194
2018
Q1 		$2.29M Buy
+111,469
New +$2.4M 0.03% 214

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return