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Perpetual Investment Management’s Oneok OKE Stock Holding History

Perpetual Investment 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
2022
Q4 		$230K Buy
+3,500
New +$215K 0.03% 196
2022
Q2 		– Sell
-3,500
Closed -$247K – 233
2022
Q1 		$247K Hold
3,500
– – 0.03% 207
2021
Q4 		$206K Buy
+3,500
New +$217K 0.02% 223

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Perpetual Investment Management's OKE Position: Q4 2022 in Review

Perpetual Investment Management opened a new position in Oneok (OKE) in Q4 2022: 3,500 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings. This is a return to the name: Perpetual Investment Management previously reported a position in OKE as recently as Q1 2022.

Perpetual Investment Management first reported a position in OKE in Q4 2021 and has held it in 3 quarters since. The position peaked at $247K in Q1 2022. 1,030 funds tracked by Wall St. Rank hold OKE as of Q4 2022.

  • Perpetual Investment Management held 3,500 shares of Oneok worth $230K as of Q4 2022.
  • Oneok was a new Perpetual Investment Management position in Q4 2022.
  • Oneok made up 0.03% of Perpetual Investment Management's portfolio in Q4 2022, its #196 holding.
  • Perpetual Investment Management first reported a position in Oneok in Q4 2021 and has held it in 3 quarters since.
  • Perpetual Investment Management's Oneok position peaked at $247K in Q1 2022.
  • 1,030 funds tracked by Wall St. Rank held Oneok as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.