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Ergoteles’s BOK Financial BOKF Stock Holding History

Ergoteles’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
2023
Q3 		– Sell
-3,100
Closed -$250K – 140
2023
Q2 		$250K Sell
3,100
-4,798
-61% -$395K 0.01% 809
2023
Q1 		$667K Sell
7,898
-5,730
-42% -$560K 0.03% 640
2022
Q4 		$1.41M Buy
+13,628
New +$1.38M 0.05% 366
2021
Q4 		– Sell
-20,800
Closed -$1.86M – 1256
2021
Q3 		$1.86M Buy
+20,800
New +$1.78M 0.07% 268

Other funds holding BOKF

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

Ergoteles's BOKF Position: Q3 2023 in Review

Ergoteles sold out of BOK Financial (BOKF) in Q3 2023, closing a stake of 3,100 shares — an estimated $250K sold.

Ergoteles first reported a position in BOKF in Q3 2021 and held it in 4 quarters. The position peaked at $1.86M in Q3 2021. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

  • Ergoteles reported no remaining BOK Financial position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 3,100 BOK Financial shares in Q3 2023, an estimated $250K.
  • Ergoteles first reported a position in BOK Financial in Q3 2021 and held it in 4 quarters.
  • Ergoteles's BOK Financial position peaked at $1.86M in Q3 2021.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

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