Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FANJ
Financial Architects (New Jersey)’s
Bank OZK
OZK
Stock Holding History
Financial Architects (New Jersey)’s Portfolio
OZK Stock Details
OZK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-1,400
Closed
-$41K
–
1407
2019
Q1
$41K
Hold
1,400
–
–
0.01%
666
2018
Q4
$32K
Buy
1,400
+1,000
+250%
+$27.7K
0.01%
663
2018
Q3
$15K
Buy
+400
New
+$16.4K
﹤0.01%
999
2018
Q1
–
Sell
-58
Closed
-$3K
–
1549
2017
Q4
$3K
Hold
58
–
–
﹤0.01%
1379
2017
Q3
$3K
Hold
58
–
–
﹤0.01%
1370
2017
Q2
$3K
Hold
58
–
–
﹤0.01%
1382
2017
Q1
$3K
Hold
58
–
–
﹤0.01%
1384
2016
Q4
$3K
Hold
58
–
–
﹤0.01%
1244
2016
Q3
$2K
Sell
58
-395
-87%
-$15K
﹤0.01%
1336
2016
Q2
$17K
Buy
453
+58
+15%
+$2.29K
﹤0.01%
836
2016
Q1
$17K
Buy
+395
New
+$16.6K
0.01%
623
2013
Q4
–
Sell
-92
Closed
-$2K
–
432
2013
Q3
$2K
Buy
+92
New
+$2.16K
﹤0.01%
691
Other funds holding OZK
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Diamond Hill Capital Management
Columbus, Ohio
$16B AUM
4.15%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
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
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close