ZIG
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Zullo Investment Group’s BOK Financial BOKF Stock Holding History

Zullo Investment 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
2022
Q3 		– Sell
-100
Closed -$8K – 761
2022
Q2 		$8K Hold
100
– – 0.01% 524
2022
Q1 		$9K Hold
100
– – ﹤0.01% 546
2021
Q4 		$11K Buy
+100
New +$10.3K 0.01% 508

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
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
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Zullo Investment Group's BOKF Position: Q3 2022 in Review

Zullo Investment Group sold out of BOK Financial (BOKF) in Q3 2022, closing a stake of 100 shares — an estimated $8K sold.

Zullo Investment Group first reported a position in BOKF in Q4 2021 and held it in 3 quarters. The position peaked at $11K in Q4 2021. 191 funds tracked by Wall St. Rank hold BOKF as of Q3 2022.

  • Zullo Investment Group reported no remaining BOK Financial position as of Q3 2022 after selling out during the quarter.
  • Zullo Investment Group sold 100 BOK Financial shares in Q3 2022, an estimated $8K.
  • Zullo Investment Group first reported a position in BOK Financial in Q4 2021 and held it in 3 quarters.
  • Zullo Investment Group's BOK Financial position peaked at $11K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held BOK Financial as of Q3 2022.

Based on Zullo Investment Group's 13F filing for Q3 2022, filed 8 Nov 2022.