WhitTier Trust Company’s Box BOX Stock Holding History

WhitTier Trust 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
2025 Q3	–	Sell	-40	Closed	-$1.36K	–	1310
2025 Q2	$1.36K	Buy	+40	New	+$1.31K	﹤0.01%	1340
2023 Q1	–	Sell	-4,821	Closed	-$150K	–	1165
2022 Q4	$150K	Hold	4,821	–	–	0.01%	488
2022 Q3	$118K	Hold	4,821	–	–	0.01%	530
2022 Q2	$121K	Hold	4,821	–	–	0.01%	522
2022 Q1	$140K	Hold	4,821	–	–	0.01%	515
2021 Q4	$126K	Hold	4,821	–	–	﹤0.01%	527
2021 Q3	$114K	Hold	4,821	–	–	﹤0.01%	529
2021 Q2	$123K	Buy	+4,821	New	+$112K	0.01%	510
2020 Q4	–	Sell	-5,000	Closed	-$87K	–	970
2020 Q3	$87K	Buy	+5,000	New	+$92.3K	0.01%	520
2020 Q2	–	Sell	-1,533	Closed	-$22K	–	945
2020 Q1	$22K	Sell	1,533 -615	-29%	-$9.15K	﹤0.01%	687
2019 Q4	$36K	Hold	2,148	–	–	﹤0.01%	649
2019 Q3	$36K	Hold	2,148	–	–	﹤0.01%	649
2019 Q2	$38K	Hold	2,148	–	–	﹤0.01%	634
2019 Q1	$41K	Hold	2,148	–	–	﹤0.01%	614
2018 Q4	$36K	Hold	2,148	–	–	﹤0.01%	624
2018 Q3	$51K	Hold	2,148	–	–	﹤0.01%	604
2018 Q2	$54K	Buy	2,148 +860	+67%	+$21.3K	﹤0.01%	593
2018 Q1	$26K	Hold	1,288	–	–	﹤0.01%	713
2017 Q4	$27K	Buy	+1,288	New	+$27.2K	﹤0.01%	659

Other funds holding BOX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return