Ownership history in BOKF, NA Β· 5 quarters on record
This page tracks every 13F SEC filing in which BOKF, NA reported a position in AMERICAN STRATEGIC INVESTMENT (NYC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BOKF, NA outperformed the S&P 500 by +0.3% annually on this NYC position. Timing score: 33% (1/3 decisions correct). Average cost basis: $9.24. Maximum drawdown during holding period: β23.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $9.24 (2024 Q3) Β· Worst: $9.24 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 2 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size