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Chuck Akre’s Boston Omaha BOC Stock Holding History

Chuck Akre’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
2019
Q4 		– Sell
-21,483
Closed -$426K – 26
2019
Q3 		$426K Sell
21,483
-220,913
-91% -$4.71M ﹤0.01% 24
2019
Q2 		$5.61M Hold
242,396
– – 0.06% 22
2019
Q1 		$6.04M Hold
242,396
– – 0.06% 23
2018
Q4 		$5.67M Sell
242,396
-21,438
-8% -$558K 0.07% 23
2018
Q3 		$7.89M Sell
263,834
-86,166
-25% -$2.04M 0.09% 23
2018
Q2 		$7.37M Hold
350,000
– – 0.09% 22
2018
Q1 		$7.65M Hold
350,000
– – 0.1% 23
2017
Q4 		$11.3M Hold
350,000
– – 0.16% 23
2017
Q3 		$5.42M Hold
350,000
– – 0.08% 24
2017
Q2 		$4.62M Buy
+350,000
New +$4.67M 0.08% 25

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 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
ICP
Ironvine Capital Partners Omaha, Nebraska $1.07B AUM 16.62% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Chuck Akre's BOC Position: Q4 2019 in Review

Chuck Akre sold out of Boston Omaha (BOC) in Q4 2019, closing a stake of 21,483 shares — an estimated $426K sold.

Chuck Akre first reported a position in BOC in Q2 2017 and held it in 10 quarters. The position peaked at $11.3M in Q4 2017. 63 funds tracked by Wall St. Rank hold BOC as of Q4 2019.

  • Chuck Akre reported no remaining Boston Omaha position as of Q4 2019 after selling out during the quarter.
  • Chuck Akre sold 21,483 Boston Omaha shares in Q4 2019, an estimated $426K.
  • Chuck Akre first reported a position in Boston Omaha in Q2 2017 and held it in 10 quarters.
  • Chuck Akre's Boston Omaha position peaked at $11.3M in Q4 2017.
  • 63 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2019.

Based on AKRE Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.