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Jaffetilchin Investment Partners’s Bank OZK OZK Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-209
Closed -$8.98K – 1006
2024
Q3 		$8.98K Buy
+209
New +$8.9K ﹤0.01% 924
2018
Q2 		– Sell
-8,065
Closed -$389K – 349
2018
Q1 		$389K Buy
+8,065
New +$408K 0.09% 217
2017
Q2 		– Sell
-10,205
Closed -$531K – 274
2017
Q1 		$531K Buy
10,205
+3,616
+55% +$195K 0.14% 129
2016
Q4 		$347K Buy
+6,589
New +$293K 0.1% 167

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jaffetilchin Investment Partners's OZK Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Bank OZK (OZK) in Q4 2024, closing a stake of 209 shares — an estimated $8.98K sold.

Jaffetilchin Investment Partners first reported a position in OZK in Q4 2016 and held it in 4 quarters. The position peaked at $531K in Q1 2017. 469 funds tracked by Wall St. Rank hold OZK as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Bank OZK position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 209 Bank OZK shares in Q4 2024, an estimated $8.98K.
  • Jaffetilchin Investment Partners first reported a position in Bank OZK in Q4 2016 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Bank OZK position peaked at $531K in Q1 2017.
  • 469 funds tracked by Wall St. Rank held Bank OZK as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.