Cadence Bank’s Bank OZK OZK Stock Holding History

Cadence 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 Q3	–	Sell	-93,700	Closed	-$4.22M	–	254
2018 Q2	$4.22M	Hold	93,700	–	–	0.38%	33
2018 Q1	$4.52M	Hold	93,700	–	–	0.43%	32
2017 Q4	$4.54M	Buy	+93,700	New	+$4.35M	0.43%	29

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

EIP

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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Cadence Bank's OZK Position: Q3 2018 in Review

Cadence Bank sold out of Bank OZK (OZK) in Q3 2018, closing a stake of 93,700 shares — an estimated $4.22M sold.

Cadence Bank first reported a position in OZK in Q4 2017 and held it in 3 quarters. The position peaked at $4.54M in Q4 2017. 330 funds tracked by Wall St. Rank hold OZK as of Q3 2018.

Cadence Bank reported no remaining Bank OZK position as of Q3 2018 after selling out during the quarter.
Cadence Bank sold 93,700 Bank OZK shares in Q3 2018, an estimated $4.22M.
Cadence Bank first reported a position in Bank OZK in Q4 2017 and held it in 3 quarters.
Cadence Bank's Bank OZK position peaked at $4.54M in Q4 2017.
330 funds tracked by Wall St. Rank held Bank OZK as of Q3 2018.

Based on Cadence Bank's 13F filing for Q3 2018, filed 25 Oct 2018.