BFO
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Boston Family Office’s Bank OZK OZK Stock Holding History

Boston Family Office’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
Q4 		– Sell
-15,273
Closed -$580K – 259
2018
Q3 		$580K Buy
15,273
+100
+0.7% +$4.11K 0.06% 186
2018
Q2 		$683K Sell
15,173
-1,000
-6% -$47.6K 0.08% 169
2018
Q1 		$781K Buy
16,173
+261
+2% +$13.2K 0.09% 159
2017
Q4 		$771K Buy
15,912
+580
+4% +$26.9K 0.08% 166
2017
Q3 		$737K Buy
+15,332
New +$683K 0.08% 169

Other funds holding OZK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Family Office's OZK Position: Q4 2018 in Review

Boston Family Office sold out of Bank OZK (OZK) in Q4 2018, closing a stake of 15,273 shares — an estimated $580K sold.

Boston Family Office first reported a position in OZK in Q3 2017 and held it in 5 quarters. The position peaked at $781K in Q1 2018. 302 funds tracked by Wall St. Rank hold OZK as of Q4 2018.

  • Boston Family Office reported no remaining Bank OZK position as of Q4 2018 after selling out during the quarter.
  • Boston Family Office sold 15,273 Bank OZK shares in Q4 2018, an estimated $580K.
  • Boston Family Office first reported a position in Bank OZK in Q3 2017 and held it in 5 quarters.
  • Boston Family Office's Bank OZK position peaked at $781K in Q1 2018.
  • 302 funds tracked by Wall St. Rank held Bank OZK as of Q4 2018.

Based on Boston Family Office's 13F filing for Q4 2018, filed 12 Feb 2019.