ZCM
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Ziegler Capital Management’s Box BOX Stock Holding History

Ziegler Capital Management’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 		$428K Sell
15,124
-216
-1% -$5.8K 0.02% 360
2023
Q4 		$393K Hold
15,340
– – 0.02% 371
2023
Q3 		$371K Buy
15,340
+582
+4% +$16.6K 0.01% 362
2023
Q2 		$434K Buy
14,758
+2,822
+24% +$78.1K 0.02% 360
2023
Q1 		$320K Buy
11,936
+4,402
+58% +$133K 0.01% 370
2022
Q4 		$235K Buy
+7,534
New +$215K 0.01% 381

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 $24.3B AUM 34.41% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ziegler Capital Management's BOX Position: Q1 2024 in Review

Ziegler Capital Management reduced its Box (BOX) stake by 1.4% in Q1 2024, selling an estimated $5.8K and leaving 15,124 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #360.

Ziegler Capital Management first reported a position in BOX in Q4 2022 and has held it in 6 quarters since. The position peaked at $434K in Q2 2023. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • Ziegler Capital Management held 15,124 shares of Box worth $428K as of Q1 2024.
  • Ziegler Capital Management sold 216 Box shares in Q1 2024, an estimated $5.8K.
  • Box made up 0.02% of Ziegler Capital Management's portfolio in Q1 2024, its #360 holding.
  • Ziegler Capital Management first reported a position in Box in Q4 2022 and has held it in 6 quarters since.
  • Ziegler Capital Management's Box position peaked at $434K in Q2 2023.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.