Gideon Capital Advisors’s Bank OZK OZK Stock Holding History

Gideon Capital Advisors’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
2019 Q2	–	Sell	-7,559	Closed	-$219K	–	387
2019 Q1	$219K	Buy	+7,559	New	+$229K	0.08%	337
2017 Q3	–	Sell	-6,275	Closed	-$294K	–	353
2017 Q2	$294K	Buy	+6,275	New	+$298K	0.32%	132
2016 Q4	–	Sell	-5,841	Closed	-$224K	–	457
2016 Q3	$224K	Buy	+5,841	New	+$221K	0.14%	157
2016 Q1	–	Sell	-6,109	Closed	-$302K	–	211
2015 Q4	$302K	Buy	+6,109	New	+$307K	0.22%	141

Other funds holding OZK

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Gideon Capital Advisors's OZK Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Bank OZK (OZK) in Q2 2019, closing a stake of 7,559 shares — an estimated $219K sold.

Gideon Capital Advisors first reported a position in OZK in Q4 2015 and held it in 4 quarters. The position peaked at $302K in Q4 2015. 328 funds tracked by Wall St. Rank hold OZK as of Q2 2019.

Gideon Capital Advisors reported no remaining Bank OZK position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 7,559 Bank OZK shares in Q2 2019, an estimated $219K.
Gideon Capital Advisors first reported a position in Bank OZK in Q4 2015 and held it in 4 quarters.
Gideon Capital Advisors's Bank OZK position peaked at $302K in Q4 2015.
328 funds tracked by Wall St. Rank held Bank OZK as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.