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Hillsdale Investment Management’s BOK Financial BOKF Stock Holding History

Hillsdale Investment 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
Q2 		– Sell
-4,570
Closed -$386K – 563
2023
Q1 		$386K Sell
4,570
-50
-1% -$4.89K 0.03% 384
2022
Q4 		$480K Buy
+4,620
New +$468K 0.04% 355
2015
Q4 		– Sell
-1,400
Closed -$91K – 503
2015
Q3 		$91K Hold
1,400
– – 0.03% 398
2015
Q2 		$97K Buy
1,400
+100
+8% +$6.55K 0.03% 415
2015
Q1 		$80K Sell
1,300
-300
-19% -$17.5K 0.02% 435
2014
Q4 		$96K Sell
1,600
-700
-30% -$45.2K 0.02% 393
2014
Q3 		$153K Sell
2,300
-400
-15% -$26.7K 0.05% 342
2014
Q2 		$180K Sell
2,700
-100
-4% -$6.54K 0.04% 339
2014
Q1 		$193K Sell
2,800
-1,300
-32% -$85.1K 0.05% 319
2013
Q4 		$272K Sell
4,100
-300
-7% -$19K 0.08% 234
2013
Q3 		$279K Buy
+4,400
New +$290K 0.08% 224

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Hillsdale Investment Management's BOKF Position: Q2 2023 in Review

Hillsdale Investment Management sold out of BOK Financial (BOKF) in Q2 2023, closing a stake of 4,570 shares — an estimated $386K sold.

Hillsdale Investment Management first reported a position in BOKF in Q3 2013 and held it in 11 quarters. The position peaked at $480K in Q4 2022. 217 funds tracked by Wall St. Rank hold BOKF as of Q2 2023.

  • Hillsdale Investment Management reported no remaining BOK Financial position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 4,570 BOK Financial shares in Q2 2023, an estimated $386K.
  • Hillsdale Investment Management first reported a position in BOK Financial in Q3 2013 and held it in 11 quarters.
  • Hillsdale Investment Management's BOK Financial position peaked at $480K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held BOK Financial as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.