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Winton Group’s BOK Financial BOKF Stock Holding History

Winton 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
2021
Q4 		– Sell
-4,092
Closed -$366K – 1049
2021
Q3 		$366K Sell
4,092
-1,535
-27% -$131K 0.02% 1015
2021
Q2 		$487K Buy
5,627
+2,187
+64% +$195K 0.03% 933
2021
Q1 		$307K Buy
+3,440
New +$292K 0.02% 1133
2020
Q2 		– Sell
-11,776
Closed -$501K – 1454
2020
Q1 		$501K Buy
11,776
+4,074
+53% +$287K 0.01% 1030
2019
Q4 		$673K Buy
+7,702
New +$628K 0.01% 1159
2019
Q2 		– Sell
-5,181
Closed -$423K – 1134
2019
Q1 		$423K Buy
+5,181
New +$435K 0.01% 649
2018
Q4 		– Sell
-3,591
Closed -$349K – 876
2018
Q3 		$349K Buy
3,591
+1,094
+44% +$109K 0.01% 751
2018
Q2 		$235K Sell
2,497
-229
-8% -$23.2K 0.01% 918
2018
Q1 		$270K Buy
+2,726
New +$263K 0.01% 1017

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM

Winton Group's BOKF Position: Q4 2021 in Review

Winton Group sold out of BOK Financial (BOKF) in Q4 2021, closing a stake of 4,092 shares — an estimated $366K sold.

Winton Group first reported a position in BOKF in Q1 2018 and held it in 9 quarters. The position peaked at $673K in Q4 2019. 189 funds tracked by Wall St. Rank hold BOKF as of Q4 2021.

  • Winton Group reported no remaining BOK Financial position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 4,092 BOK Financial shares in Q4 2021, an estimated $366K.
  • Winton Group first reported a position in BOK Financial in Q1 2018 and held it in 9 quarters.
  • Winton Group's BOK Financial position peaked at $673K in Q4 2019.
  • 189 funds tracked by Wall St. Rank held BOK Financial as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.