Elequin Capital’s BOK Financial BOKF Stock Holding History

Elequin Capital’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
2024 Q1	–	Sell	-2,019	Closed	-$173K	–	275
2023 Q4	$173K	Buy	+2,019	New	+$152K	0.05%	138

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Elequin Capital's BOKF Position: Q1 2024 in Review

Elequin Capital sold out of BOK Financial (BOKF) in Q1 2024, closing a stake of 2,019 shares — an estimated $173K sold.

Elequin Capital first reported a position in BOKF in Q4 2023 and held it in 1 quarter. The position peaked at $173K in Q4 2023. 202 funds tracked by Wall St. Rank hold BOKF as of Q1 2024.

Elequin Capital reported no remaining BOK Financial position as of Q1 2024 after selling out during the quarter.
Elequin Capital sold 2,019 BOK Financial shares in Q1 2024, an estimated $173K.
Elequin Capital first reported a position in BOK Financial in Q4 2023 and held it in 1 quarter.
Elequin Capital's BOK Financial position peaked at $173K in Q4 2023.
202 funds tracked by Wall St. Rank held BOK Financial as of Q1 2024.

Based on Elequin Capital's 13F filing for Q1 2024, filed 15 May 2024.