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Jupiter Asset Management’s BOK Financial BOKF Stock Holding History

Jupiter 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
2020
Q2 		– Sell
-52,229
Closed -$2.22M – 266
2020
Q1 		$2.22M Hold
52,229
– – 0.1% 162
2019
Q4 		$4.56M Hold
52,229
– – 0.14% 152
2019
Q3 		$4.13M Hold
52,229
– – 0.14% 156
2019
Q2 		$3.94M Hold
52,229
– – 0.13% 156
2019
Q1 		$4.26M Buy
52,229
+5,074
+11% +$426K 0.14% 145
2018
Q4 		$3.44M Buy
+47,155
New +$4M 0.12% 160

Other funds holding BOKF

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Asset Management's BOKF Position: Q2 2020 in Review

Jupiter Asset Management sold out of BOK Financial (BOKF) in Q2 2020, closing a stake of 52,229 shares — an estimated $2.22M sold.

Jupiter Asset Management first reported a position in BOKF in Q4 2018 and held it in 6 quarters. The position peaked at $4.56M in Q4 2019. 171 funds tracked by Wall St. Rank hold BOKF as of Q2 2020.

  • Jupiter Asset Management reported no remaining BOK Financial position as of Q2 2020 after selling out during the quarter.
  • Jupiter Asset Management sold 52,229 BOK Financial shares in Q2 2020, an estimated $2.22M.
  • Jupiter Asset Management first reported a position in BOK Financial in Q4 2018 and held it in 6 quarters.
  • Jupiter Asset Management's BOK Financial position peaked at $4.56M in Q4 2019.
  • 171 funds tracked by Wall St. Rank held BOK Financial as of Q2 2020.

Based on Jupiter Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.