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Ameritas Investment Company’s Bank OZK OZK Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-85
Closed -$3.47K – 1666
2021
Q1 		$3.47K Buy
+85
New +$3.35K ﹤0.01% 1796
2019
Q1 		– Sell
-5
Closed – – 1528
2018
Q4 		$0 Buy
+5
New +$139 ﹤0.01% 1555

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Ameritas Investment Company's OZK Position: Q2 2021 in Review

Ameritas Investment Company sold out of Bank OZK (OZK) in Q2 2021, closing a stake of 85 shares — an estimated $3.47K sold.

Ameritas Investment Company first reported a position in OZK in Q4 2018 and held it in 2 quarters. The position peaked at $3.47K in Q1 2021. 344 funds tracked by Wall St. Rank hold OZK as of Q2 2021.

  • Ameritas Investment Company reported no remaining Bank OZK position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 85 Bank OZK shares in Q2 2021, an estimated $3.47K.
  • Ameritas Investment Company first reported a position in Bank OZK in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's Bank OZK position peaked at $3.47K in Q1 2021.
  • 344 funds tracked by Wall St. Rank held Bank OZK as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.