Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s BOK Financial BOKF Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
-3,700
Closed -$299K – 587
2023
Q2 		$299K Hold
3,700
– – ﹤0.01% 606
2023
Q1 		$312K Buy
+3,700
New +$362K ﹤0.01% 615
2021
Q3 		– Sell
-29,200
Closed -$2.53M – 681
2021
Q2 		$2.53M Sell
29,200
-4,000
-12% -$357K 0.01% 430
2021
Q1 		$2.96M Buy
33,200
+23,800
+253% +$2.02M 0.02% 414
2020
Q4 		$644K Buy
+9,400
New +$606K ﹤0.01% 644

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s BOKF Position: Q3 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of BOK Financial (BOKF) in Q3 2023, closing a stake of 3,700 shares — an estimated $299K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in BOKF in Q4 2020 and held it in 5 quarters. The position peaked at $2.96M in Q1 2021. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining BOK Financial position as of Q3 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 3,700 BOK Financial shares in Q3 2023, an estimated $299K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in BOK Financial in Q4 2020 and held it in 5 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s BOK Financial position peaked at $2.96M in Q1 2021.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2023, filed 13 Nov 2023.