William Blair & Company
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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

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

William Blair & Company's BOX Position: Q2 2024 in Review

William Blair & Company sold out of Box (BOX) in Q2 2024, closing a stake of 8,180 shares — an estimated $232K sold.

William Blair & Company first reported a position in BOX in Q3 2020 and held it in 15 quarters. The position peaked at $6.59M in Q4 2022. 349 funds tracked by Wall St. Rank hold BOX as of Q2 2024.

  • William Blair & Company reported no remaining Box position as of Q2 2024 after selling out during the quarter.
  • William Blair & Company sold 8,180 Box shares in Q2 2024, an estimated $232K.
  • William Blair & Company first reported a position in Box in Q3 2020 and held it in 15 quarters.
  • William Blair & Company's Box position peaked at $6.59M in Q4 2022.
  • 349 funds tracked by Wall St. Rank held Box as of Q2 2024.

Based on William Blair & Company's 13F filing for Q2 2024, filed 12 Aug 2024.