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Caldwell Sutter Capital’s Boston Omaha BOC Stock Holding History

Caldwell Sutter Capital’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31
Closed -$461 – 900
2024
Q3 		$461 Hold
31
– – ﹤0.01% 858
2024
Q2 		$417 Hold
31
– – ﹤0.01% 873
2024
Q1 		$479 Hold
31
– – ﹤0.01% 860
2023
Q4 		$488 Buy
+31
New +$471 ﹤0.01% 882

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caldwell Sutter Capital's BOC Position: Q4 2024 in Review

Caldwell Sutter Capital sold out of Boston Omaha (BOC) in Q4 2024, closing a stake of 31 shares — an estimated $461 sold.

Caldwell Sutter Capital first reported a position in BOC in Q4 2023 and held it in 4 quarters. The position peaked at $488 in Q4 2023. 130 funds tracked by Wall St. Rank hold BOC as of Q4 2024.

  • Caldwell Sutter Capital reported no remaining Boston Omaha position as of Q4 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 31 Boston Omaha shares in Q4 2024, an estimated $461.
  • Caldwell Sutter Capital first reported a position in Boston Omaha in Q4 2023 and held it in 4 quarters.
  • Caldwell Sutter Capital's Boston Omaha position peaked at $488 in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2024.

Based on Caldwell Sutter Capital's 13F filing for Q4 2024, filed 21 Jan 2025.