Saratoga Research & Investment Management’s Oneok OKE Stock Holding History

Saratoga Research & 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
2023 Q4	–	Sell	-3,198	Closed	-$203K	–	49
2023 Q3	$203K	Buy	+3,198	New	+$209K	0.01%	46
2020 Q1	–	Sell	-4,903	Closed	-$371K	–	47
2019 Q4	$371K	Hold	4,903	–	–	0.02%	37
2019 Q3	$361K	Sell	4,903 -75	-2%	-$5.31K	0.02%	37
2019 Q2	$343K	Hold	4,978	–	–	0.02%	36
2019 Q1	$348K	Hold	4,978	–	–	0.02%	36
2018 Q4	$269K	Sell	4,978 -291	-6%	-$18.1K	0.02%	40
2018 Q3	$357K	Hold	5,269	–	–	0.02%	36
2018 Q2	$368K	Hold	5,269	–	–	0.03%	36
2018 Q1	$300K	Hold	5,269	–	–	0.02%	37
2017 Q4	$282K	Hold	5,269	–	–	0.02%	42
2017 Q3	$292K	Sell	5,269 -1	-0%	-$54	0.02%	40
2017 Q2	$275K	Buy	+5,270	New	+$273K	0.02%	41

Other funds holding OKE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

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

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

Saratoga Research & Investment Management's OKE Position: Q4 2023 in Review

Saratoga Research & Investment Management sold out of Oneok (OKE) in Q4 2023, closing a stake of 3,198 shares — an estimated $203K sold.

Saratoga Research & Investment Management first reported a position in OKE in Q2 2017 and held it in 12 quarters. The position peaked at $371K in Q4 2019. 1,308 funds tracked by Wall St. Rank hold OKE as of Q4 2023.

Saratoga Research & Investment Management reported no remaining Oneok position as of Q4 2023 after selling out during the quarter.
Saratoga Research & Investment Management sold 3,198 Oneok shares in Q4 2023, an estimated $203K.
Saratoga Research & Investment Management first reported a position in Oneok in Q2 2017 and held it in 12 quarters.
Saratoga Research & Investment Management's Oneok position peaked at $371K in Q4 2019.
1,308 funds tracked by Wall St. Rank held Oneok as of Q4 2023.

Based on Saratoga Research & Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.