Marshall Wace
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Marshall Wace’s Boston Omaha BOC Stock Holding History

Marshall Wace’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
Q2 		– Sell
-85,445
Closed -$1.32M – 2567
2024
Q1 		$1.32M Sell
85,445
-44,718
-34% -$704K ﹤0.01% 1535
2023
Q4 		$2.05M Buy
130,163
+88,889
+215% +$1.35M ﹤0.01% 1209
2023
Q3 		$676K Sell
41,274
-7,008
-15% -$126K ﹤0.01% 1623
2023
Q2 		$909K Buy
+48,282
New +$981K ﹤0.01% 1754
2022
Q1 		– Sell
-11,648
Closed -$335K – 3373
2021
Q4 		$335K Buy
+11,648
New +$380K ﹤0.01% 2985
2021
Q1 		– Sell
-43,049
Closed -$1.19M – 2486
2020
Q4 		$1.19M Sell
43,049
-90,137
-68% -$1.84M 0.01% 1145
2020
Q3 		$2.13M Buy
133,186
+56,936
+75% +$916K 0.01% 787
2020
Q2 		$1.22M Buy
+76,250
New +$1.27M 0.01% 941

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
PMG
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICP
Ironvine Capital Partners Omaha, Nebraska $910M AUM 10.64% 1-Year Est. Return

Marshall Wace's BOC Position: Q2 2024 in Review

Marshall Wace sold out of Boston Omaha (BOC) in Q2 2024, closing a stake of 85,445 shares — an estimated $1.32M sold.

Marshall Wace first reported a position in BOC in Q2 2020 and held it in 8 quarters. The position peaked at $2.13M in Q3 2020. 122 funds tracked by Wall St. Rank hold BOC as of Q2 2024.

  • Marshall Wace reported no remaining Boston Omaha position as of Q2 2024 after selling out during the quarter.
  • Marshall Wace sold 85,445 Boston Omaha shares in Q2 2024, an estimated $1.32M.
  • Marshall Wace first reported a position in Boston Omaha in Q2 2020 and held it in 8 quarters.
  • Marshall Wace's Boston Omaha position peaked at $2.13M in Q3 2020.
  • 122 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2024.

Based on Marshall Wace's 13F filing for Q2 2024, filed 14 Aug 2024.