WEC
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Winslow Evans & Crocker’s Box BOX Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$1K Hold
62
– – ﹤0.01% 1265
2020
Q3 		$1K Hold
62
– – ﹤0.01% 1045
2020
Q2 		$1K Buy
+62
New +$1.09K ﹤0.01% 1078
2018
Q4 		– Sell
-46
Closed -$2K – 1097
2018
Q3 		$2K Hold
46
– – ﹤0.01% 1015
2018
Q2 		$2K Buy
+46
New +$1.14K ﹤0.01% 1021

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Winslow Evans & Crocker's BOX Position: Q4 2020 in Review

Winslow Evans & Crocker held its Box (BOX) position steady in Q4 2020 at 62 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Winslow Evans & Crocker first reported a position in BOX in Q2 2018 and has held it in 5 quarters since. The position peaked at $2K in Q3 2018. 288 funds tracked by Wall St. Rank hold BOX as of Q4 2020.

  • Winslow Evans & Crocker held 62 shares of Box worth $1K as of Q4 2020.
  • Winslow Evans & Crocker left its Box share count unchanged in Q4 2020.
  • Box made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1265 holding.
  • Winslow Evans & Crocker first reported a position in Box in Q2 2018 and has held it in 5 quarters since.
  • Winslow Evans & Crocker's Box position peaked at $2K in Q3 2018.
  • 288 funds tracked by Wall St. Rank held Box as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.