Lee Financial’s Boston Omaha BOC Stock Holding History

Lee Financial’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
2020 Q4	–	Sell	-3,125	Closed	-$50K	–	480
2020 Q3	$50K	Hold	3,125	–	–	0.01%	232
2020 Q2	$50K	Buy	+3,125	New	+$52.2K	0.01%	205

Other funds holding BOC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MIOT

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

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 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

RCC

Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

FAM

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

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

Lee Financial's BOC Position: Q4 2020 in Review

Lee Financial sold out of Boston Omaha (BOC) in Q4 2020, closing a stake of 3,125 shares — an estimated $50K sold.

Lee Financial first reported a position in BOC in Q2 2020 and held it in 2 quarters. The position peaked at $50K in Q3 2020. 81 funds tracked by Wall St. Rank hold BOC as of Q4 2020.

Lee Financial reported no remaining Boston Omaha position as of Q4 2020 after selling out during the quarter.
Lee Financial sold 3,125 Boston Omaha shares in Q4 2020, an estimated $50K.
Lee Financial first reported a position in Boston Omaha in Q2 2020 and held it in 2 quarters.
Lee Financial's Boston Omaha position peaked at $50K in Q3 2020.
81 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2020.

Based on Lee Financial's 13F filing for Q4 2020, filed 12 Feb 2021.