CIM
OZK icon

CIM Investment Management’s Bank OZK OZK Stock Holding History

CIM Investment 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
2018
Q1 		– Sell
-8,070
Closed -$391K – 341
2017
Q4 		$391K Sell
8,070
-57
-0.7% -$2.65K 0.13% 212
2017
Q3 		$391K Hold
8,127
– – 0.14% 203
2017
Q2 		$381K Sell
8,127
-244
-3% -$11.6K 0.14% 217
2017
Q1 		$435K Hold
8,371
– – 0.15% 181
2016
Q4 		$440K Hold
8,371
– – 0.16% 176
2016
Q3 		$321K Buy
8,371
+320
+4% +$12.1K 0.12% 232
2016
Q2 		$302K Buy
8,051
+810
+11% +$31.9K 0.13% 216
2016
Q1 		$304K Buy
7,241
+905
+14% +$38.1K 0.13% 190
2015
Q4 		$313K Hold
6,336
– – 0.14% 170
2015
Q3 		$277K Buy
+6,336
New +$276K 0.13% 184
2015
Q2 		– Sell
-7,916
Closed -$292K – 271
2015
Q1 		$292K Hold
7,916
– – 0.13% 172
2014
Q4 		$300K Buy
7,916
+1,096
+16% +$38.3K 0.14% 160
2014
Q3 		$215K Buy
+6,820
New +$220K 0.11% 170

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
EIP
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return