Schroder Investment Management Group
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Schroder Investment Management Group’s BOK Financial BOKF Stock Holding History

Schroder Investment Management Group’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
2022
Q1 		– Sell
-1,855
Closed -$196K – 1370
2021
Q4 		$196K Hold
1,855
– – ﹤0.01% 1237
2021
Q3 		$166K Hold
1,855
– – ﹤0.01% 1352
2021
Q2 		$161K Buy
+1,855
New +$166K ﹤0.01% 1362
2020
Q1 		– Sell
-200
Closed -$17K – 1308
2019
Q4 		$17K Sell
200
-78,575
-100% -$6.4M ﹤0.01% 1262
2019
Q3 		$6.29M Buy
78,775
+14,476
+23% +$1.13M 0.01% 713
2019
Q2 		$4.85M Buy
64,299
+14,700
+30% +$1.19M 0.01% 691
2019
Q1 		$4.04M Sell
49,599
-42,601
-46% -$3.58M 0.01% 727
2018
Q4 		$6.76K Buy
+92,200
New +$7.81M 0.01% 628
2016
Q2 		– Sell
-183,400
Closed -$10.3M – 1164
2016
Q1 		$10.3M Buy
183,400
+87,500
+91% +$4.57M 0.02% 598
2015
Q4 		$5.73M Buy
95,900
+15,600
+19% +$1.02M 0.01% 719
2015
Q3 		$5.2M Buy
80,300
+28,900
+56% +$1.88M 0.01% 737
2015
Q2 		$3.59M Sell
51,400
-147,600
-74% -$9.67M 0.01% 776
2015
Q1 		$12M Sell
199,000
-95,000
-32% -$5.54M 0.02% 600
2014
Q4 		$17.7M Buy
+294,000
New +$19M 0.03% 514
2014
Q3 		– Sell
-21,700
Closed -$1.45M – 1447
2014
Q2 		$1.45M Buy
21,700
+8,200
+61% +$536K ﹤0.01% 916
2014
Q1 		$932K Buy
13,500
+4,400
+48% +$288K ﹤0.01% 982
2013
Q4 		$604K Buy
9,100
+2,300
+34% +$145K ﹤0.01% 1087
2013
Q3 		$431K Sell
6,800
-201,700
-97% -$13.3M ﹤0.01% 1129
2013
Q2 		$13.4M Buy
+208,500
New +$13.2M 0.04% 517

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM

Schroder Investment Management Group's BOKF Position: Q1 2022 in Review

Schroder Investment Management Group sold out of BOK Financial (BOKF) in Q1 2022, closing a stake of 1,855 shares — an estimated $196K sold.

Schroder Investment Management Group first reported a position in BOKF in Q2 2013 and held it in 19 quarters. The position peaked at $17.7M in Q4 2014. 199 funds tracked by Wall St. Rank hold BOKF as of Q1 2022.

  • Schroder Investment Management Group reported no remaining BOK Financial position as of Q1 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 1,855 BOK Financial shares in Q1 2022, an estimated $196K.
  • Schroder Investment Management Group first reported a position in BOK Financial in Q2 2013 and held it in 19 quarters.
  • Schroder Investment Management Group's BOK Financial position peaked at $17.7M in Q4 2014.
  • 199 funds tracked by Wall St. Rank held BOK Financial as of Q1 2022.

Based on Schroder Investment Management Group's 13F filing for Q1 2022, filed 16 May 2022.