Amarillo National Bank’s Bank OZK OZK Stock Holding History

Amarillo National Bank’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,007	Closed	-$243K	–	86
2017 Q4	$243K	Hold	5,007	–	–	0.08%	76
2017 Q3	$241K	Hold	5,007	–	–	0.08%	74
2017 Q2	$235K	Hold	5,007	–	–	0.08%	72
2017 Q1	$260K	Sell	5,007 -625	-11%	-$33.6K	0.09%	67
2016 Q4	$296K	Sell	5,632 -625	-10%	-$27.8K	0.11%	64
2016 Q3	$240K	Hold	6,257	–	–	0.1%	71
2016 Q2	$235K	Hold	6,257	–	–	0.11%	67
2016 Q1	$263K	Hold	6,257	–	–	0.19%	58
2015 Q4	$309K	Hold	6,257	–	–	0.22%	56
2015 Q3	$274K	Hold	6,257	–	–	0.14%	111
2015 Q2	$286K	Sell	6,257 -619	-9%	-$26.3K	0.19%	110
2015 Q1	$254K	Hold	6,876	–	–	0.18%	117
2014 Q4	$261K	Hold	6,876	–	–	0.17%	123
2014 Q3	$217K	Hold	6,876	–	–	0.15%	126
2014 Q2	$230K	Hold	6,876	–	–	0.16%	122
2014 Q1	$234K	Buy	+6,876	New	+$214K	0.19%	123

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return