Lord, Abbett & Co
BOKF icon

Lord, Abbett & Co’s BOK Financial BOKF Stock Holding History

Lord, Abbett & Co’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
2018
Q1 		– Sell
-80,536
Closed -$7.43M – 830
2017
Q4 		$7.43M Buy
80,536
+35,057
+77% +$3.09M 0.02% 675
2017
Q3 		$4.05M Buy
+45,479
New +$3.79M 0.01% 794
2014
Q1 		– Sell
-570,631
Closed -$37.8M – 1004
2013
Q4 		$37.8M Buy
570,631
+51,099
+10% +$3.23M 0.08% 340
2013
Q3 		$32.9M Buy
519,532
+106,271
+26% +$7M 0.08% 384
2013
Q2 		$26.5M Buy
+413,261
New +$26.2M 0.06% 440

Other funds holding BOKF

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lord, Abbett & Co's BOKF Position: Q1 2018 in Review

Lord, Abbett & Co sold out of BOK Financial (BOKF) in Q1 2018, closing a stake of 80,536 shares — an estimated $7.43M sold.

Lord, Abbett & Co first reported a position in BOKF in Q2 2013 and held it in 5 quarters. The position peaked at $37.8M in Q4 2013. 166 funds tracked by Wall St. Rank hold BOKF as of Q1 2018.

  • Lord, Abbett & Co reported no remaining BOK Financial position as of Q1 2018 after selling out during the quarter.
  • Lord, Abbett & Co sold 80,536 BOK Financial shares in Q1 2018, an estimated $7.43M.
  • Lord, Abbett & Co first reported a position in BOK Financial in Q2 2013 and held it in 5 quarters.
  • Lord, Abbett & Co's BOK Financial position peaked at $37.8M in Q4 2013.
  • 166 funds tracked by Wall St. Rank held BOK Financial as of Q1 2018.

Based on Lord, Abbett & Co's 13F filing for Q1 2018, filed 15 May 2018.