ACM
OZK icon

Americafirst Capital Management’s Bank OZK OZK Stock Holding History

Americafirst Capital Management’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
2015
Q1 		– Sell
-15,704
Closed -$595M – 323
2014
Q4 		$595M Buy
+15,704
New +$548K 0.29% 111

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Americafirst Capital Management's OZK Position: Q1 2015 in Review

Americafirst Capital Management sold out of Bank OZK (OZK) in Q1 2015, closing a stake of 15,704 shares — an estimated $595M sold.

Americafirst Capital Management first reported a position in OZK in Q4 2014 and held it in 1 quarter. The position peaked at $595M in Q4 2014. 238 funds tracked by Wall St. Rank hold OZK as of Q1 2015.

  • Americafirst Capital Management reported no remaining Bank OZK position as of Q1 2015 after selling out during the quarter.
  • Americafirst Capital Management sold 15,704 Bank OZK shares in Q1 2015, an estimated $595M.
  • Americafirst Capital Management first reported a position in Bank OZK in Q4 2014 and held it in 1 quarter.
  • Americafirst Capital Management's Bank OZK position peaked at $595M in Q4 2014.
  • 238 funds tracked by Wall St. Rank held Bank OZK as of Q1 2015.

Based on Americafirst Capital Management's 13F filing for Q1 2015, filed 11 May 2015.