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Shulman DeMeo Asset Management’s Oneok OKE Stock Holding History

Shulman DeMeo Asset 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
2021
Q4 		– Sell
-3,641
Closed -$211K – 152
2021
Q3 		$211K Buy
+3,641
New +$196K 0.18% 78
2020
Q1 		– Sell
-4,925
Closed -$373K – 116
2019
Q4 		$373K Buy
4,925
+1,161
+31% +$83K 0.13% 84
2019
Q3 		$277K Sell
3,764
-2,345
-38% -$166K 0.09% 102
2019
Q2 		$420K Hold
6,109
– – 0.15% 69
2019
Q1 		$427K Buy
+6,109
New +$396K 0.16% 64

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Shulman DeMeo Asset Management's OKE Position: Q4 2021 in Review

Shulman DeMeo Asset Management sold out of Oneok (OKE) in Q4 2021, closing a stake of 3,641 shares — an estimated $211K sold.

Shulman DeMeo Asset Management first reported a position in OKE in Q1 2019 and held it in 5 quarters. The position peaked at $427K in Q1 2019. 965 funds tracked by Wall St. Rank hold OKE as of Q4 2021.

  • Shulman DeMeo Asset Management reported no remaining Oneok position as of Q4 2021 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 3,641 Oneok shares in Q4 2021, an estimated $211K.
  • Shulman DeMeo Asset Management first reported a position in Oneok in Q1 2019 and held it in 5 quarters.
  • Shulman DeMeo Asset Management's Oneok position peaked at $427K in Q1 2019.
  • 965 funds tracked by Wall St. Rank held Oneok as of Q4 2021.

Based on Shulman DeMeo Asset Management's 13F filing for Q4 2021, filed 28 Jan 2022.