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Evermay Wealth Management’s Boston Omaha BOC Stock Holding History

Evermay Wealth Management’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
Q1 		– Sell
-833
Closed -$13.1K – 627
2023
Q4 		$13.1K Hold
833
– – ﹤0.01% 426
2023
Q3 		$13.7K Sell
833
-1,000
-55% -$17.9K ﹤0.01% 400
2023
Q2 		$34.5K Buy
1,833
+1,000
+120% +$20.3K 0.01% 341
2023
Q1 		$19.7K Sell
833
-167
-17% -$4.16K ﹤0.01% 369
2022
Q4 		$26.5K Buy
+1,000
New +$26.2K 0.01% 348

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return

Evermay Wealth Management's BOC Position: Q1 2024 in Review

Evermay Wealth Management sold out of Boston Omaha (BOC) in Q1 2024, closing a stake of 833 shares — an estimated $13.1K sold.

Evermay Wealth Management first reported a position in BOC in Q4 2022 and held it in 5 quarters. The position peaked at $34.5K in Q2 2023. 134 funds tracked by Wall St. Rank hold BOC as of Q1 2024.

  • Evermay Wealth Management reported no remaining Boston Omaha position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 833 Boston Omaha shares in Q1 2024, an estimated $13.1K.
  • Evermay Wealth Management first reported a position in Boston Omaha in Q4 2022 and held it in 5 quarters.
  • Evermay Wealth Management's Boston Omaha position peaked at $34.5K in Q2 2023.
  • 134 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.