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Winton Group’s Boston Omaha BOC Stock Holding History

Winton 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
2021
Q2 		– Sell
-10,579
Closed -$313K – 1427
2021
Q1 		$313K Sell
10,579
-1,060
-9% -$38.4K 0.02% 1126
2020
Q4 		$322K Sell
11,639
-22,871
-66% -$467K 0.02% 1008
2020
Q3 		$552K Sell
34,510
-5,576
-14% -$89.7K 0.02% 1072
2020
Q2 		$641K Buy
40,086
+15,820
+65% +$264K 0.02% 1126
2020
Q1 		$439K Buy
24,266
+7,857
+48% +$151K 0.01% 1066
2019
Q4 		$345K Buy
+16,409
New +$344K ﹤0.01% 1337

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winton Group's BOC Position: Q2 2021 in Review

Winton Group sold out of Boston Omaha (BOC) in Q2 2021, closing a stake of 10,579 shares — an estimated $313K sold.

Winton Group first reported a position in BOC in Q4 2019 and held it in 6 quarters. The position peaked at $641K in Q2 2020. 100 funds tracked by Wall St. Rank hold BOC as of Q2 2021.

  • Winton Group reported no remaining Boston Omaha position as of Q2 2021 after selling out during the quarter.
  • Winton Group sold 10,579 Boston Omaha shares in Q2 2021, an estimated $313K.
  • Winton Group first reported a position in Boston Omaha in Q4 2019 and held it in 6 quarters.
  • Winton Group's Boston Omaha position peaked at $641K in Q2 2020.
  • 100 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2021.

Based on Winton Group's 13F filing for Q2 2021, filed 10 Aug 2021.