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Nalls Sherbakoff Group’s Boston Omaha BOC Stock Holding History

Nalls Sherbakoff Group’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 		$315 Sell
20
-20
-50% -$304 ﹤0.01% 434
2023
Q3 		$656 Hold
40
– – ﹤0.01% 419
2023
Q2 		$764 Hold
40
– – ﹤0.01% 432
2023
Q1 		$899 Buy
+40
New +$996 ﹤0.01% 447

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nalls Sherbakoff Group's BOC Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its Boston Omaha (BOC) stake by 50% in Q4 2023, selling an estimated $304 and leaving 20 shares worth $315. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Nalls Sherbakoff Group first reported a position in BOC in Q1 2023 and has held it in 4 quarters since. The position peaked at $899 in Q1 2023. 136 funds tracked by Wall St. Rank hold BOC as of Q4 2023.

  • Nalls Sherbakoff Group held 20 shares of Boston Omaha worth $315 as of Q4 2023.
  • Nalls Sherbakoff Group sold 20 Boston Omaha shares in Q4 2023, an estimated $304.
  • Boston Omaha made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #434 holding.
  • Nalls Sherbakoff Group first reported a position in Boston Omaha in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's Boston Omaha position peaked at $899 in Q1 2023.
  • 136 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.