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Wedge Capital Management’s Box BOX Stock Holding History

Wedge Capital Management’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
-67,424
Closed -$1.91M – 488
2024
Q1 		$1.91M Buy
67,424
+16,912
+33% +$454K 0.03% 326
2023
Q4 		$1.29M Sell
50,512
-1,004
-2% -$25.4K 0.02% 339
2023
Q3 		$1.25M Sell
51,516
-48,522
-49% -$1.39M 0.02% 328
2023
Q2 		$2.94M Buy
100,038
+90,393
+937% +$2.5M 0.05% 329
2023
Q1 		$258K Buy
+9,645
New +$291K ﹤0.01% 367

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wedge Capital Management's BOX Position: Q2 2024 in Review

Wedge Capital Management sold out of Box (BOX) in Q2 2024, closing a stake of 67,424 shares — an estimated $1.91M sold.

Wedge Capital Management first reported a position in BOX in Q1 2023 and held it in 5 quarters. The position peaked at $2.94M in Q2 2023. 349 funds tracked by Wall St. Rank hold BOX as of Q2 2024.

  • Wedge Capital Management reported no remaining Box position as of Q2 2024 after selling out during the quarter.
  • Wedge Capital Management sold 67,424 Box shares in Q2 2024, an estimated $1.91M.
  • Wedge Capital Management first reported a position in Box in Q1 2023 and held it in 5 quarters.
  • Wedge Capital Management's Box position peaked at $2.94M in Q2 2023.
  • 349 funds tracked by Wall St. Rank held Box as of Q2 2024.

Based on Wedge Capital Management's 13F filing for Q2 2024, filed 17 Jul 2024.