HeadInvest LLC’s Boston Omaha BOC Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-150	Closed	-$2.37K	–	286
2023 Q3	$2.37K	Buy	+150	New	+$2.69K	﹤0.01%	664

Other funds holding BOC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

LKIM

Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return

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

HeadInvest LLC's BOC Position: Q4 2023 in Review

HeadInvest LLC sold out of Boston Omaha (BOC) in Q4 2023, closing a stake of 150 shares — an estimated $2.37K sold.

HeadInvest LLC first reported a position in BOC in Q3 2023 and held it in 1 quarter. The position peaked at $2.37K in Q3 2023. 136 funds tracked by Wall St. Rank hold BOC as of Q4 2023.

HeadInvest LLC reported no remaining Boston Omaha position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 150 Boston Omaha shares in Q4 2023, an estimated $2.37K.
HeadInvest LLC first reported a position in Boston Omaha in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Boston Omaha position peaked at $2.37K in Q3 2023.
136 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.