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Jefferies Group’s BOK Financial BOKF Stock Holding History

Jefferies Group’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
2021
Q4 		– Sell
-2,576
Closed -$231K – 1638
2021
Q3 		$231K Buy
+2,576
New +$220K ﹤0.01% 1432
2020
Q1 		– Sell
-4,671
Closed -$408K – 2088
2019
Q4 		$408K Sell
4,671
-20,395
-81% -$1.66M ﹤0.01% 1930
2019
Q3 		$1.98M Buy
25,066
+10,674
+74% +$836K 0.02% 1087
2019
Q2 		$1.09M Buy
14,392
+7,163
+99% +$581K 0.01% 1243
2019
Q1 		$590K Buy
+7,229
New +$607K ﹤0.01% 1516
2018
Q1 		– Sell
-2,818
Closed -$260K – 2263
2017
Q4 		$260K Buy
+2,818
New +$249K ﹤0.01% 2084
2016
Q1 		– Sell
-3,757
Closed -$225K – 2215
2015
Q4 		$225K Buy
3,757
+600
+19% +$39.3K ﹤0.01% 1893
2015
Q3 		$204K Sell
3,157
-1,472
-32% -$95.7K ﹤0.01% 1924
2015
Q2 		$322K Sell
4,629
-952
-17% -$62.4K ﹤0.01% 1757
2015
Q1 		$342K Sell
5,581
-1,205
-18% -$70.3K ﹤0.01% 1545
2014
Q4 		$407K Buy
6,786
+3,299
+95% +$213K ﹤0.01% 1375
2014
Q3 		$232K Sell
3,487
-360
-9% -$24K ﹤0.01% 1748
2014
Q2 		$256K Buy
3,847
+348
+10% +$22.8K ﹤0.01% 1617
2014
Q1 		$242K Buy
+3,499
New +$229K ﹤0.01% 1633

Other funds holding BOKF

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM

Jefferies Group's BOKF Position: Q4 2021 in Review

Jefferies Group sold out of BOK Financial (BOKF) in Q4 2021, closing a stake of 2,576 shares — an estimated $231K sold.

Jefferies Group first reported a position in BOKF in Q1 2014 and held it in 14 quarters. The position peaked at $1.98M in Q3 2019. 189 funds tracked by Wall St. Rank hold BOKF as of Q4 2021.

  • Jefferies Group reported no remaining BOK Financial position as of Q4 2021 after selling out during the quarter.
  • Jefferies Group sold 2,576 BOK Financial shares in Q4 2021, an estimated $231K.
  • Jefferies Group first reported a position in BOK Financial in Q1 2014 and held it in 14 quarters.
  • Jefferies Group's BOK Financial position peaked at $1.98M in Q3 2019.
  • 189 funds tracked by Wall St. Rank held BOK Financial as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.