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Eaton Vance Management’s BOK Financial BOKF Stock Holding History

Eaton Vance Management’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2.35M Sell
26,423
-488
-2% -$42.2K ﹤0.01% 1011
2022
Q2 		$2.03M Buy
26,911
+2,573
+11% +$217K ﹤0.01% 1070
2022
Q1 		$2.29M Buy
24,338
+9,903
+69% +$1.02M ﹤0.01% 1136
2021
Q4 		$1.52M Hold
14,435
– – ﹤0.01% 1087
2021
Q3 		$1.29M Hold
14,435
– – ﹤0.01% 1027
2021
Q2 		$1.25M Sell
14,435
-156
-1% -$13.9K ﹤0.01% 1133
2021
Q1 		$1.3M Buy
14,591
+73
+0.5% +$6.19K ﹤0.01% 1074
2020
Q4 		$994K Hold
14,518
– – ﹤0.01% 1092
2020
Q3 		$748K Hold
14,518
– – ﹤0.01% 1061
2020
Q2 		$819K Sell
14,518
-3
-0% -$154 ﹤0.01% 1005
2020
Q1 		$618K Buy
14,521
+3
+0% +$211 ﹤0.01% 1018
2019
Q4 		$1.27M Hold
14,518
– – ﹤0.01% 920
2019
Q3 		$1.15M Hold
14,518
– – ﹤0.01% 921
2019
Q2 		$1.1M Buy
14,518
+83
+0.6% +$6.73K ﹤0.01% 928
2019
Q1 		$1.18M Hold
14,435
– – ﹤0.01% 876
2018
Q4 		$1.06M Buy
14,435
+3,547
+33% +$301K ﹤0.01% 854
2018
Q3 		$1.06M Buy
10,888
+118
+1% +$11.8K ﹤0.01% 895
2018
Q2 		$1.01M Sell
10,770
-1,242
-10% -$126K ﹤0.01% 879
2018
Q1 		$1.19M Buy
12,012
+6,006
+100% +$579K ﹤0.01% 945
2017
Q4 		$554K Buy
+6,006
New +$530K ﹤0.01% 948

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Eaton Vance Management's BOKF Position: Q3 2022 in Review

Eaton Vance Management reduced its BOK Financial (BOKF) stake by 1.8% in Q3 2022, selling an estimated $42.2K and leaving 26,423 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Eaton Vance Management first reported a position in BOKF in Q4 2017 and has held it in 20 quarters since. 191 funds tracked by Wall St. Rank hold BOKF as of Q3 2022.

  • Eaton Vance Management held 26,423 shares of BOK Financial worth $2.35M as of Q3 2022.
  • Eaton Vance Management sold 488 BOK Financial shares in Q3 2022, an estimated $42.2K.
  • BOK Financial made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1011 holding.
  • Eaton Vance Management first reported a position in BOK Financial in Q4 2017 and has held it in 20 quarters since.
  • 191 funds tracked by Wall St. Rank held BOK Financial as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.