SIC
BOC icon

Salem Investment Counselors’s Boston Omaha BOC Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-125
Closed -$2.35K – 1118
2023
Q2 		$2.35K Buy
+125
New +$2.54K ﹤0.01% 995

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return
ICP
Ironvine Capital Partners Omaha, Nebraska $910M AUM 10.64% 1-Year Est. Return

Salem Investment Counselors's BOC Position: Q3 2023 in Review

Salem Investment Counselors sold out of Boston Omaha (BOC) in Q3 2023, closing a stake of 125 shares — an estimated $2.35K sold.

Salem Investment Counselors first reported a position in BOC in Q2 2023 and held it in 1 quarter. The position peaked at $2.35K in Q2 2023. 120 funds tracked by Wall St. Rank hold BOC as of Q3 2023.

  • Salem Investment Counselors reported no remaining Boston Omaha position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 125 Boston Omaha shares in Q3 2023, an estimated $2.35K.
  • Salem Investment Counselors first reported a position in Boston Omaha in Q2 2023 and held it in 1 quarter.
  • Salem Investment Counselors's Boston Omaha position peaked at $2.35K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.