Santa Monica Partners’s Boston Omaha BOC Stock Holding History

Santa Monica Partners’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
2025 Q1	–	Sell	-130,155	Closed	-$1.85M	–	14
2024 Q4	$1.85M	Sell	130,155 -4,000	-3%	-$59.5K	1%	10
2024 Q3	$1.94M	Hold	134,155	–	–	1.14%	10
2024 Q2	$1.81M	Hold	134,155	–	–	1.21%	10
2024 Q1	$2.07M	Hold	134,155	–	–	1.43%	9
2023 Q4	$2.11M	Hold	134,155	–	–	1.56%	9
2023 Q3	$2.2M	Hold	134,155	–	–	1.7%	8
2023 Q2	$2.52M	Hold	134,155	–	–	2.05%	8
2023 Q1	$3.17M	Hold	134,155	–	–	2.58%	7
2022 Q4	$3.56M	Hold	134,155	–	–	2.57%	6
2022 Q3	$3.09M	Hold	134,155	–	–	2.32%	6
2022 Q2	$2.77M	Hold	134,155	–	–	2.07%	6
2022 Q1	$3.4M	Hold	134,155	–	–	2.39%	6
2021 Q4	$3.85M	Hold	134,155	–	–	2.46%	6
2021 Q3	$5.2M	Sell	134,155 -112,900	-46%	-$3.73M	3.37%	6
2021 Q2	$7.83M	Hold	247,055	–	–	4.89%	4
2021 Q1	$7.3M	Sell	247,055 -20,000	-7%	-$724K	4.7%	4
2020 Q4	$7.38M	Hold	267,055	–	–	5.46%	4
2020 Q3	$4.27M	Hold	267,055	–	–	3.82%	5
2020 Q2	$4.27M	Hold	267,055	–	–	2.96%	6
2020 Q1	$4.84M	Hold	267,055	–	–	5.02%	4
2019 Q4	$5.62M	Hold	267,055	–	–	4.69%	4
2019 Q3	$5.3M	Hold	267,055	–	–	4.57%	4
2019 Q2	$6.18M	Hold	267,055	–	–	5.19%	4
2019 Q1	$6.66M	Hold	267,055	–	–	6.01%	4
2018 Q4	$6.25M	Hold	267,055	–	–	6.82%	4
2018 Q3	$7.99M	Hold	267,055	–	–	6.5%	4
2018 Q2	$5.63M	Hold	267,055	–	–	5.28%	4
2018 Q1	$5.84M	Sell	267,055 -40,637	-13%	-$935K	6.31%	4
2017 Q4	$9.97M	Buy	+307,692	New	+$6.35M	9%	3

Other funds holding BOC

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.8B AUM 23.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Santa Monica Partners's BOC Position: Q1 2025 in Review

Santa Monica Partners sold out of Boston Omaha (BOC) in Q1 2025, closing a stake of 130,155 shares — an estimated $1.85M sold.

Santa Monica Partners first reported a position in BOC in Q4 2017 and held it in 29 quarters. The position peaked at $9.97M in Q4 2017. 131 funds tracked by Wall St. Rank hold BOC as of Q1 2025.

Santa Monica Partners reported no remaining Boston Omaha position as of Q1 2025 after selling out during the quarter.
Santa Monica Partners sold 130,155 Boston Omaha shares in Q1 2025, an estimated $1.85M.
Santa Monica Partners first reported a position in Boston Omaha in Q4 2017 and held it in 29 quarters.
Santa Monica Partners's Boston Omaha position peaked at $9.97M in Q4 2017.
131 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2025.

Based on Santa Monica Partners's 13F filing for Q1 2025, filed 13 May 2025.