BF
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BOK Financial’s Definitive Healthcare DH Stock Holding History

BOK Financial’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,948
Closed -$197K – 1206
2023
Q2 		$197K Buy
17,948
+732
+4% +$7.54K ﹤0.01% 650
2023
Q1 		$178K Buy
17,216
+1,465
+9% +$17.3K ﹤0.01% 681
2022
Q4 		$173K Buy
+15,751
New +$202K ﹤0.01% 864

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOK Financial's DH Position: Q3 2023 in Review

BOK Financial sold out of Definitive Healthcare (DH) in Q3 2023, closing a stake of 17,948 shares — an estimated $197K sold.

BOK Financial first reported a position in DH in Q4 2022 and held it in 3 quarters. The position peaked at $197K in Q2 2023. 134 funds tracked by Wall St. Rank hold DH as of Q3 2023.

  • BOK Financial reported no remaining Definitive Healthcare position as of Q3 2023 after selling out during the quarter.
  • BOK Financial sold 17,948 Definitive Healthcare shares in Q3 2023, an estimated $197K.
  • BOK Financial first reported a position in Definitive Healthcare in Q4 2022 and held it in 3 quarters.
  • BOK Financial's Definitive Healthcare position peaked at $197K in Q2 2023.
  • 134 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2023.

Based on BOK Financial's 13F filing for Q3 2023, filed 14 Nov 2023.