Yarbrough Capital’s Box BOX Stock Holding History

Yarbrough Capital’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 Q1	–	Sell	-14,190	Closed	-$363K	–	196
2023 Q4	$363K	Hold	14,190	–	–	0.02%	169
2023 Q3	$344K	Hold	14,190	–	–	0.02%	162
2023 Q2	$417K	Hold	14,190	–	–	0.02%	151
2023 Q1	$380K	Hold	14,190	–	–	0.03%	158
2022 Q4	$442K	Hold	14,190	–	–	0.04%	108
2022 Q3	$346K	Hold	14,190	–	–	0.03%	141
2022 Q2	$357K	Sell	14,190 -2,956	-17%	-$82.6K	0.03%	134
2022 Q1	$498K	Buy	+17,146	New	+$451K	0.03%	137

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Yarbrough Capital's BOX Position: Q1 2024 in Review

Yarbrough Capital sold out of Box (BOX) in Q1 2024, closing a stake of 14,190 shares — an estimated $363K sold.

Yarbrough Capital first reported a position in BOX in Q1 2022 and held it in 8 quarters. The position peaked at $498K in Q1 2022. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

Yarbrough Capital reported no remaining Box position as of Q1 2024 after selling out during the quarter.
Yarbrough Capital sold 14,190 Box shares in Q1 2024, an estimated $363K.
Yarbrough Capital first reported a position in Box in Q1 2022 and held it in 8 quarters.
Yarbrough Capital's Box position peaked at $498K in Q1 2022.
342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Yarbrough Capital's 13F filing for Q1 2024, filed 10 Apr 2024.