YLHM
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Yelin Lapidot Holdings Management’s Oneok OKE Stock Holding History

Yelin Lapidot Holdings 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
2025
Q3 		– Sell
-2,930
Closed -$239K – 94
2025
Q2 		$239K Sell
2,930
-47
-2% -$3.92K 0.04% 88
2025
Q1 		$295K Buy
2,977
+497
+20% +$49.3K 0.06% 84
2024
Q4 		$249K Buy
+2,480
New +$254K 0.04% 89

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yelin Lapidot Holdings Management's OKE Position: Q3 2025 in Review

Yelin Lapidot Holdings Management sold out of Oneok (OKE) in Q3 2025, closing a stake of 2,930 shares — an estimated $239K sold.

Yelin Lapidot Holdings Management first reported a position in OKE in Q4 2024 and held it in 3 quarters. The position peaked at $295K in Q1 2025. 1,483 funds tracked by Wall St. Rank hold OKE as of Q3 2025.

  • Yelin Lapidot Holdings Management reported no remaining Oneok position as of Q3 2025 after selling out during the quarter.
  • Yelin Lapidot Holdings Management sold 2,930 Oneok shares in Q3 2025, an estimated $239K.
  • Yelin Lapidot Holdings Management first reported a position in Oneok in Q4 2024 and held it in 3 quarters.
  • Yelin Lapidot Holdings Management's Oneok position peaked at $295K in Q1 2025.
  • 1,483 funds tracked by Wall St. Rank held Oneok as of Q3 2025.

Based on Yelin Lapidot Holdings Management's 13F filing for Q3 2025, filed 27 Oct 2025.