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Meristem Family Wealth’s Boston Omaha BOC Stock Holding History

Meristem Family Wealth’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
2021
Q4 		– Sell
-5,378
Closed -$209K – 396
2021
Q3 		$209K Buy
+5,378
New +$178K 0.02% 391

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meristem Family Wealth's BOC Position: Q4 2021 in Review

Meristem Family Wealth sold out of Boston Omaha (BOC) in Q4 2021, closing a stake of 5,378 shares — an estimated $209K sold.

Meristem Family Wealth first reported a position in BOC in Q3 2021 and held it in 1 quarter. The position peaked at $209K in Q3 2021. 117 funds tracked by Wall St. Rank hold BOC as of Q4 2021.

  • Meristem Family Wealth reported no remaining Boston Omaha position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 5,378 Boston Omaha shares in Q4 2021, an estimated $209K.
  • Meristem Family Wealth first reported a position in Boston Omaha in Q3 2021 and held it in 1 quarter.
  • Meristem Family Wealth's Boston Omaha position peaked at $209K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.