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
2020 Q1	–	Sell	-69,800	Closed	-$6.1M	–	2089
2019 Q4	$6.1M	Sell	69,800 -200	-0.3%	-$16.3K	0.05%	429
2019 Q3	$5.54M	Buy	+70,000	New	+$5.48M	0.04%	472

Other funds holding BOKF

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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.