William Blair & Company

William Blair & Company’s Box BOX Stock Holding History

William Blair & 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 Q2	–	Sell	-8,180	Closed	-$232K	–	1829
2024 Q1	$232K	Sell	8,180 -107,547	-93%	-$2.89M	﹤0.01%	1347
2023 Q4	$2.96M	Sell	115,727 -49,123	-30%	-$1.24M	0.01%	580
2023 Q3	$3.99M	Sell	164,850 -21,349	-11%	-$610K	0.02%	489
2023 Q2	$5.47M	Sell	186,199 -2,123	-1%	-$58.8K	0.02%	422
2023 Q1	$5.05M	Sell	188,322 -23,279	-11%	-$701K	0.02%	437
2022 Q4	$6.59M	Buy	211,601 +1,741	+0.8%	+$49.7K	0.03%	375
2022 Q3	$5.12M	Buy	209,860 +1,670	+0.8%	+$45.9K	0.02%	405
2022 Q2	$5.23M	Buy	208,190 +6,783	+3%	+$190K	0.02%	409
2022 Q1	$5.85M	Buy	201,407 +141,339	+235%	+$3.72M	0.02%	432
2021 Q4	$1.57M	Buy	60,068 +40,768	+211%	+$1.05M	﹤0.01%	797
2021 Q3	$457K	Hold	19,300	–	–	﹤0.01%	1183
2021 Q2	$493K	Sell	19,300 -8,350	-30%	-$195K	﹤0.01%	1150
2021 Q1	$635K	Buy	27,650 +14,350	+108%	+$279K	﹤0.01%	1049
2020 Q4	$240K	Buy	13,300 +650	+5%	+$11.3K	﹤0.01%	1354
2020 Q3	$220K	Buy	+12,650	New	+$234K	﹤0.01%	1261

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

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Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return