Lakewood Asset Management’s Oneok OKE Stock Holding History

Lakewood Asset Management’s Portfolio OKE Stock Details OKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-492	Closed	-$32K	–	237
2022 Q4	$32K	Buy	+492	New	+$30.2K	0.03%	206

Other funds holding OKE

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lakewood Asset Management's OKE Position: Q1 2023 in Review

Lakewood Asset Management sold out of Oneok (OKE) in Q1 2023, closing a stake of 492 shares — an estimated $32K sold.

Lakewood Asset Management first reported a position in OKE in Q4 2022 and held it in 1 quarter. The position peaked at $32K in Q4 2022. 1,025 funds tracked by Wall St. Rank hold OKE as of Q1 2023.

Lakewood Asset Management reported no remaining Oneok position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 492 Oneok shares in Q1 2023, an estimated $32K.
Lakewood Asset Management first reported a position in Oneok in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's Oneok position peaked at $32K in Q4 2022.
1,025 funds tracked by Wall St. Rank held Oneok as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.