Westfield Capital Management
BOX icon

Westfield Capital Management’s Box BOX Stock Holding History

Westfield 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
2023
Q4 		– Sell
-281,225
Closed -$6.81M – 246
2023
Q3 		$6.81M Sell
281,225
-778,332
-73% -$22.2M 0.05% 188
2023
Q2 		$31.1M Buy
1,059,557
+85,858
+9% +$2.38M 0.2% 149
2023
Q1 		$26.1M Buy
+973,699
New +$29.3M 0.18% 157

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westfield Capital Management's BOX Position: Q4 2023 in Review

Westfield Capital Management sold out of Box (BOX) in Q4 2023, closing a stake of 281,225 shares — an estimated $6.81M sold.

Westfield Capital Management first reported a position in BOX in Q1 2023 and held it in 3 quarters. The position peaked at $31.1M in Q2 2023. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

  • Westfield Capital Management reported no remaining Box position as of Q4 2023 after selling out during the quarter.
  • Westfield Capital Management sold 281,225 Box shares in Q4 2023, an estimated $6.81M.
  • Westfield Capital Management first reported a position in Box in Q1 2023 and held it in 3 quarters.
  • Westfield Capital Management's Box position peaked at $31.1M in Q2 2023.
  • 332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Westfield Capital Management's 13F filing for Q4 2023, filed 9 Feb 2024.