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Wedge Capital Management’s BOK Financial BOKF Stock Holding History

Wedge Capital Management’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
2020
Q1 		– Sell
-3,095
Closed -$271K – 530
2019
Q4 		$271K Sell
3,095
-320
-9% -$26.1K ﹤0.01% 490
2019
Q3 		$270K Sell
3,415
-2,515
-42% -$197K ﹤0.01% 494
2019
Q2 		$448K Sell
5,930
-371
-6% -$30.1K 0.01% 471
2019
Q1 		$514K Sell
6,301
-458
-7% -$38.5K 0.01% 450
2018
Q4 		$496K Buy
6,759
+340
+5% +$28.8K 0.01% 433
2018
Q3 		$624K Buy
+6,419
New +$641K 0.01% 441
2016
Q1 		– Sell
-10,250
Closed -$613K – 577
2015
Q4 		$613K Buy
10,250
+100
+1% +$6.55K 0.01% 398
2015
Q3 		$657K Buy
10,150
+800
+9% +$52K 0.01% 393
2015
Q2 		$651K Buy
9,350
+100
+1% +$6.55K 0.01% 407
2015
Q1 		$566K Buy
9,250
+525
+6% +$30.6K 0.01% 430
2014
Q4 		$524K Buy
8,725
+1,025
+13% +$66.2K 0.01% 437
2014
Q3 		$512K Buy
7,700
+975
+14% +$65.1K 0.01% 447
2014
Q2 		$448K Buy
6,725
+3,425
+104% +$224K ﹤0.01% 444
2014
Q1 		$228K Sell
3,300
-75
-2% -$4.91K ﹤0.01% 474
2013
Q4 		$224K Buy
3,375
+200
+6% +$12.6K ﹤0.01% 469
2013
Q3 		$201K Buy
+3,175
New +$209K ﹤0.01% 468

Other funds holding BOKF

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wedge Capital Management's BOKF Position: Q1 2020 in Review

Wedge Capital Management sold out of BOK Financial (BOKF) in Q1 2020, closing a stake of 3,095 shares — an estimated $271K sold.

Wedge Capital Management first reported a position in BOKF in Q3 2013 and held it in 16 quarters. The position peaked at $657K in Q3 2015. 171 funds tracked by Wall St. Rank hold BOKF as of Q1 2020.

  • Wedge Capital Management reported no remaining BOK Financial position as of Q1 2020 after selling out during the quarter.
  • Wedge Capital Management sold 3,095 BOK Financial shares in Q1 2020, an estimated $271K.
  • Wedge Capital Management first reported a position in BOK Financial in Q3 2013 and held it in 16 quarters.
  • Wedge Capital Management's BOK Financial position peaked at $657K in Q3 2015.
  • 171 funds tracked by Wall St. Rank held BOK Financial as of Q1 2020.

Based on Wedge Capital Management's 13F filing for Q1 2020, filed 13 Apr 2020.