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Weitz Investment Management’s Box BOX Stock Holding History

Weitz Investment 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
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 $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Weitz Investment Management's BOX Position: Q2 2021 in Review

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

Weitz Investment Management 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.

  • Weitz Investment Management reported no remaining Box position as of Q2 2021 after selling out during the quarter.
  • Weitz Investment Management sold 1,244,000 Box shares in Q2 2021, an estimated $28.6M.
  • Weitz Investment Management first reported a position in Box in Q1 2019 and held it in 9 quarters.
  • Weitz Investment Management'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.