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OZK icon

Intrust Bank’s Bank OZK OZK Stock Holding History

Intrust Bank’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
2017
Q3 		– Sell
-5,544
Closed -$259K – 380
2017
Q2 		$259K Sell
5,544
-3,948
-42% -$188K 0.09% 315
2017
Q1 		$494K Sell
9,492
-123
-1% -$6.62K 0.17% 171
2016
Q4 		$505K Sell
9,615
-2,532
-21% -$113K 0.19% 163
2016
Q3 		$467K Sell
12,147
-2,659
-18% -$101K 0.19% 173
2016
Q2 		$555K Buy
+14,806
New +$584K 0.22% 146

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State Street
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Fidelity Investments
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Wellington Management Group
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return