Global Trust Asset Management’s Boston Omaha BOC Stock Holding History

Global Trust Asset 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
2026 Q1	$327	Buy	+28	New	+$346	﹤0.01%	447
2023 Q1	–	Sell	-28	Closed	-$742	–	432
2022 Q4	$742	Hold	28	–	–	﹤0.01%	392
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	412
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	388
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	428
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	394
2021 Q3	$1K	Sell	28 -550	-95%	-$18.2K	﹤0.01%	379
2021 Q2	$18K	Sell	578 -578	-50%	-$16.8K	0.01%	293
2021 Q1	$34K	Hold	1,156	–	–	0.02%	239
2020 Q4	$32K	Hold	1,156	–	–	0.02%	247
2020 Q3	$19K	Hold	1,156	–	–	0.01%	243
2020 Q2	$18K	Sell	1,156 -3,470	-75%	-$57.9K	0.01%	224
2020 Q1	$82K	Hold	4,626	–	–	0.06%	180
2019 Q4	$97K	Hold	4,626	–	–	0.06%	192
2019 Q3	$92K	Hold	4,626	–	–	0.06%	170
2019 Q2	$107K	Hold	4,626	–	–	0.07%	181
2019 Q1	$115K	Buy	+4,626	New	+$116K	0.09%	169

Other funds holding BOC

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return