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Gardner Lewis Asset Management’s BOK Financial BOKF Stock Holding History

Gardner Lewis Asset 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
2023
Q4 		– Sell
-16,965
Closed -$1.36M – 58
2023
Q3 		$1.36M Buy
16,965
+55
+0.3% +$4.65K 0.47% 47
2023
Q2 		$1.37M Hold
16,910
– – 0.46% 50
2023
Q1 		$1.43M Buy
16,910
+8,605
+104% +$841K 0.49% 51
2022
Q4 		$862K Buy
+8,305
New +$842K 0.3% 58

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

Gardner Lewis Asset Management's BOKF Position: Q4 2023 in Review

Gardner Lewis Asset Management sold out of BOK Financial (BOKF) in Q4 2023, closing a stake of 16,965 shares — an estimated $1.36M sold.

Gardner Lewis Asset Management first reported a position in BOKF in Q4 2022 and held it in 4 quarters. The position peaked at $1.43M in Q1 2023. 197 funds tracked by Wall St. Rank hold BOKF as of Q4 2023.

  • Gardner Lewis Asset Management reported no remaining BOK Financial position as of Q4 2023 after selling out during the quarter.
  • Gardner Lewis Asset Management sold 16,965 BOK Financial shares in Q4 2023, an estimated $1.36M.
  • Gardner Lewis Asset Management first reported a position in BOK Financial in Q4 2022 and held it in 4 quarters.
  • Gardner Lewis Asset Management's BOK Financial position peaked at $1.43M in Q1 2023.
  • 197 funds tracked by Wall St. Rank held BOK Financial as of Q4 2023.

Based on Gardner Lewis Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.