Utah Retirement Systems’s BOK Financial BOKF Stock Holding History

Utah Retirement Systems’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
2023 Q1	–	Sell	-5,145	Closed	-$534K	–	972
2022 Q4	$534K	Sell	5,145 -200	-4%	-$20.3K	0.01%	797
2022 Q3	$475K	Hold	5,345	–	–	0.01%	819
2022 Q2	$404K	Hold	5,345	–	–	0.01%	839
2022 Q1	$502K	Sell	5,345 -200	-4%	-$20.6K	0.01%	844
2021 Q4	$585K	Hold	5,545	–	–	0.01%	845
2021 Q3	$496K	Sell	5,545 -400	-7%	-$34.2K	0.01%	851
2021 Q2	$515K	Hold	5,945	–	–	0.01%	841
2021 Q1	$531K	Sell	5,945 -300	-5%	-$25.4K	0.01%	830
2020 Q4	$428K	Buy	6,245 +300	+5%	+$19.3K	0.01%	834
2020 Q3	$306K	Hold	5,945	–	–	0.01%	857
2020 Q2	$335K	Sell	5,945 -200	-3%	-$10.2K	0.01%	883
2020 Q1	$261K	Sell	6,145 -100	-2%	-$7.05K	0.01%	874
2019 Q4	$545K	Buy	6,245 +100	+2%	+$8.15K	0.01%	878
2019 Q3	$487K	Hold	6,145	–	–	0.01%	892
2019 Q2	$464K	Hold	6,145	–	–	0.01%	920
2019 Q1	$501K	Buy	6,145 +72	+1%	+$6.05K	0.01%	909
2018 Q4	$446K	Buy	6,073 +1,200	+25%	+$102K	0.01%	900
2018 Q3	$474K	Buy	4,873 +100	+2%	+$9.98K	0.01%	937
2018 Q2	$448K	Buy	4,773 +200	+4%	+$20.3K	0.01%	944
2018 Q1	$453K	Hold	4,573	–	–	0.01%	910
2017 Q4	$422K	Hold	4,573	–	–	0.01%	930
2017 Q3	$407K	Hold	4,573	–	–	0.01%	934
2017 Q2	$385K	Sell	4,573 -100	-2%	-$8.15K	0.01%	949
2017 Q1	$365K	Hold	4,673	–	–	0.01%	928
2016 Q4	$388K	Hold	4,673	–	–	0.01%	921
2016 Q3	$322K	Hold	4,673	–	–	0.01%	947
2016 Q2	$293K	Sell	4,673 -400	-8%	-$23.7K	0.01%	957
2016 Q1	$277K	Hold	5,073	–	–	0.01%	957
2015 Q4	$304K	Hold	5,073	–	–	0.01%	952
2015 Q3	$328K	Hold	5,073	–	–	0.01%	957
2015 Q2	$353K	Buy	5,073 +300	+6%	+$19.7K	0.01%	981
2015 Q1	$292K	Buy	4,773 +100	+2%	+$5.83K	0.01%	978
2014 Q4	$281K	Hold	4,673	–	–	0.01%	988
2014 Q3	$311K	Hold	4,673	–	–	0.01%	983
2014 Q2	$311K	Hold	4,673	–	–	0.01%	988
2014 Q1	$322K	Hold	4,673	–	–	0.01%	958
2013 Q4	$310K	Hold	4,673	–	–	0.01%	950
2013 Q3	$296K	Sell	4,673 -100	-2%	-$6.59K	0.01%	956
2013 Q2	$306K	Buy	+4,773	New	+$303K	0.01%	954

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Utah Retirement Systems's BOKF Position: Q1 2023 in Review

Utah Retirement Systems sold out of BOK Financial (BOKF) in Q1 2023, closing a stake of 5,145 shares — an estimated $534K sold.

Utah Retirement Systems first reported a position in BOKF in Q2 2013 and held it in 39 quarters. The position peaked at $585K in Q4 2021. 221 funds tracked by Wall St. Rank hold BOKF as of Q1 2023.

Utah Retirement Systems reported no remaining BOK Financial position as of Q1 2023 after selling out during the quarter.
Utah Retirement Systems sold 5,145 BOK Financial shares in Q1 2023, an estimated $534K.
Utah Retirement Systems first reported a position in BOK Financial in Q2 2013 and held it in 39 quarters.
Utah Retirement Systems's BOK Financial position peaked at $585K in Q4 2021.
221 funds tracked by Wall St. Rank held BOK Financial as of Q1 2023.

Based on Utah Retirement Systems's 13F filing for Q1 2023, filed 16 May 2023.