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Foresters Investment Management’s Bank OZK OZK Stock Holding History

Foresters 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
-2,200
Closed -$107K – 520
2017
Q4 		$107K Buy
+2,200
New +$102K ﹤0.01% 556

Other funds holding OZK

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
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 $871B AUM 31.28% 1-Year Est. Return

Foresters Investment Management's OZK Position: Q1 2018 in Review

Foresters Investment Management sold out of Bank OZK (OZK) in Q1 2018, closing a stake of 2,200 shares — an estimated $107K sold.

Foresters Investment Management first reported a position in OZK in Q4 2017 and held it in 1 quarter. The position peaked at $107K in Q4 2017. 365 funds tracked by Wall St. Rank hold OZK as of Q1 2018.

  • Foresters Investment Management reported no remaining Bank OZK position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 2,200 Bank OZK shares in Q1 2018, an estimated $107K.
  • Foresters Investment Management first reported a position in Bank OZK in Q4 2017 and held it in 1 quarter.
  • Foresters Investment Management's Bank OZK position peaked at $107K in Q4 2017.
  • 365 funds tracked by Wall St. Rank held Bank OZK as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.