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Parametric Portfolio Associates’s Boston Omaha BOC Stock Holding History

Parametric Portfolio Associates’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
-11,089
Closed -$430K – 3644
2021
Q3 		$430K Buy
11,089
+2,061
+23% +$68K ﹤0.01% 3165
2021
Q2 		$286K Buy
9,028
+1,146
+15% +$33.3K ﹤0.01% 3286
2021
Q1 		$233K Buy
+7,882
New +$285K ﹤0.01% 3817
2020
Q3 		– Sell
-10,225
Closed -$164K – 3929
2020
Q2 		$164K Buy
+10,225
New +$171K ﹤0.01% 3678
2019
Q4 		– Sell
-14,081
Closed -$279K – 3961
2019
Q3 		$279K Buy
+14,081
New +$300K ﹤0.01% 3575

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

Parametric Portfolio Associates's BOC Position: Q4 2021 in Review

Parametric Portfolio Associates sold out of Boston Omaha (BOC) in Q4 2021, closing a stake of 11,089 shares — an estimated $430K sold.

Parametric Portfolio Associates first reported a position in BOC in Q3 2019 and held it in 5 quarters. The position peaked at $430K in Q3 2021. 117 funds tracked by Wall St. Rank hold BOC as of Q4 2021.

  • Parametric Portfolio Associates reported no remaining Boston Omaha position as of Q4 2021 after selling out during the quarter.
  • Parametric Portfolio Associates sold 11,089 Boston Omaha shares in Q4 2021, an estimated $430K.
  • Parametric Portfolio Associates first reported a position in Boston Omaha in Q3 2019 and held it in 5 quarters.
  • Parametric Portfolio Associates's Boston Omaha position peaked at $430K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2021.

Based on Parametric Portfolio Associates's 13F filing for Q4 2021, filed 15 Feb 2022.