LIM
BOKF icon

Longfellow Investment Management’s BOK Financial BOKF Stock Holding History

Longfellow 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
2021
Q4 		– Sell
-346
Closed -$31K – 399
2021
Q3 		$31K Hold
346
– – 0.01% 313
2021
Q2 		$30K Sell
346
-172
-33% -$15.4K ﹤0.01% 326
2021
Q1 		$47K Hold
518
– – 0.01% 391
2020
Q4 		$36K Buy
+518
New +$33.4K ﹤0.01% 398

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

Longfellow Investment Management's BOKF Position: Q4 2021 in Review

Longfellow Investment Management sold out of BOK Financial (BOKF) in Q4 2021, closing a stake of 346 shares — an estimated $31K sold.

Longfellow Investment Management first reported a position in BOKF in Q4 2020 and held it in 4 quarters. The position peaked at $47K in Q1 2021. 189 funds tracked by Wall St. Rank hold BOKF as of Q4 2021.

  • Longfellow Investment Management reported no remaining BOK Financial position as of Q4 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 346 BOK Financial shares in Q4 2021, an estimated $31K.
  • Longfellow Investment Management first reported a position in BOK Financial in Q4 2020 and held it in 4 quarters.
  • Longfellow Investment Management's BOK Financial position peaked at $47K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held BOK Financial as of Q4 2021.

Based on Longfellow Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.