Kiwi Wealth Investments Limited Partnership’s Bank OZK OZK Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2022 Q4	–	Sell	-30,071	Closed	-$1.13M	–	248
2022 Q3	$1.13M	Hold	30,071	–	–	0.08%	166
2022 Q2	$1.13M	Sell	30,071 -452	-1%	-$17.8K	0.08%	166
2022 Q1	$1.3M	Hold	30,523	–	–	0.07%	182
2021 Q4	$1.42M	Sell	30,523 -869	-3%	-$39.6K	0.07%	192
2021 Q3	$1.35M	Hold	31,392	–	–	0.07%	197
2021 Q2	$1.32M	Hold	31,392	–	–	0.07%	185
2021 Q1	$1.28M	Hold	31,392	–	–	0.07%	176
2020 Q4	$982K	Buy	+31,392	New	+$848K	0.06%	218

Other funds holding OZK

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's OZK Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Bank OZK (OZK) in Q4 2022, closing a stake of 30,071 shares — an estimated $1.13M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in OZK in Q4 2020 and held it in 8 quarters. The position peaked at $1.42M in Q4 2021. 404 funds tracked by Wall St. Rank hold OZK as of Q4 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Bank OZK position as of Q4 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 30,071 Bank OZK shares in Q4 2022, an estimated $1.13M.
Kiwi Wealth Investments Limited Partnership first reported a position in Bank OZK in Q4 2020 and held it in 8 quarters.
Kiwi Wealth Investments Limited Partnership's Bank OZK position peaked at $1.42M in Q4 2021.
404 funds tracked by Wall St. Rank held Bank OZK as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.