Jackson Wealth Management’s Bank OZK OZK Stock Holding History

Jackson Wealth 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 Q4	–	Sell	-23,338	Closed	-$886K	–	93
2018 Q3	$886K	Buy	+23,338	New	+$958K	0.19%	83

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

Jackson Wealth Management's OZK Position: Q4 2018 in Review

Jackson Wealth Management sold out of Bank OZK (OZK) in Q4 2018, closing a stake of 23,338 shares — an estimated $886K sold.

Jackson Wealth Management first reported a position in OZK in Q3 2018 and held it in 1 quarter. The position peaked at $886K in Q3 2018. 302 funds tracked by Wall St. Rank hold OZK as of Q4 2018.

Jackson Wealth Management reported no remaining Bank OZK position as of Q4 2018 after selling out during the quarter.
Jackson Wealth Management sold 23,338 Bank OZK shares in Q4 2018, an estimated $886K.
Jackson Wealth Management first reported a position in Bank OZK in Q3 2018 and held it in 1 quarter.
Jackson Wealth Management's Bank OZK position peaked at $886K in Q3 2018.
302 funds tracked by Wall St. Rank held Bank OZK as of Q4 2018.

Based on Jackson Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.