Girard Partners’s Bank OZK OZK Stock Holding History

Girard Partners’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 Q4	–	Sell	-118	Closed	-$4K	–	635
2018 Q3	$4K	Buy	+118	New	+$4.84K	﹤0.01%	861

Other funds holding OZK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Girard Partners's OZK Position: Q4 2018 in Review

Girard Partners sold out of Bank OZK (OZK) in Q4 2018, closing a stake of 118 shares — an estimated $4K sold.

Girard Partners first reported a position in OZK in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 302 funds tracked by Wall St. Rank hold OZK as of Q4 2018.

Girard Partners reported no remaining Bank OZK position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 118 Bank OZK shares in Q4 2018, an estimated $4K.
Girard Partners first reported a position in Bank OZK in Q3 2018 and held it in 1 quarter.
Girard Partners's Bank OZK position peaked at $4K in Q3 2018.
302 funds tracked by Wall St. Rank held Bank OZK as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.