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Weil Company’s Box BOX Stock Holding History

Weil Company’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
Q4 		– Sell
-16,721
Closed -$547K – 110
2024
Q3 		$547K Hold
16,721
– – 0.18% 90
2024
Q2 		$442K Sell
16,721
-15,993
-49% -$426K 0.16% 99
2024
Q1 		$926K Sell
32,714
-453
-1% -$12.2K 0.37% 61
2023
Q4 		$849K Sell
33,167
-79,439
-71% -$2.01M 0.37% 54
2023
Q3 		$2.73M Sell
112,606
-51,110
-31% -$1.46M 1.35% 20
2023
Q2 		$4.81M Sell
163,716
-17,000
-9% -$471K 2.14% 10
2023
Q1 		$4.84M Buy
180,716
+46,727
+35% +$1.41M 2.2% 8
2022
Q4 		$4.17M Buy
133,989
+13,659
+11% +$390K 1.9% 10
2022
Q3 		$2.94M Buy
120,330
+10,645
+10% +$293K 1.8% 12
2022
Q2 		$2.76M Buy
109,685
+14,689
+15% +$410K 1.55% 16
2022
Q1 		$2.76M Sell
94,996
-13,966
-13% -$367K 1.39% 20
2021
Q4 		$2.85M Buy
108,962
+19,143
+21% +$493K 1.33% 17
2021
Q3 		$2.13M Hold
89,819
– – 1.11% 26
2021
Q2 		$2.29M Hold
89,819
– – 1.16% 21
2021
Q1 		$2.06M Buy
89,819
+74,780
+497% +$1.46M 1.17% 23
2020
Q4 		$271K Buy
15,039
+4,501
+43% +$78.4K 0.16% 111
2020
Q3 		$183K Buy
10,538
+926
+10% +$17.1K 0.13% 107
2020
Q2 		$200K Buy
+9,612
New +$169K 0.17% 90

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 $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Weil Company's BOX Position: Q4 2024 in Review

Weil Company sold out of Box (BOX) in Q4 2024, closing a stake of 16,721 shares — an estimated $547K sold.

Weil Company first reported a position in BOX in Q2 2020 and held it in 18 quarters. The position peaked at $4.84M in Q1 2023. 400 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

  • Weil Company reported no remaining Box position as of Q4 2024 after selling out during the quarter.
  • Weil Company sold 16,721 Box shares in Q4 2024, an estimated $547K.
  • Weil Company first reported a position in Box in Q2 2020 and held it in 18 quarters.
  • Weil Company's Box position peaked at $4.84M in Q1 2023.
  • 400 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on Weil Company's 13F filing for Q4 2024, filed 5 Feb 2025.