Koch Industries’s Bank OZK OZK Stock Holding History

Koch Industries’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 Q4	–	Sell	-4,542	Closed	-$219K	–	742
2017 Q3	$219K	Buy	+4,542	New	+$202K	0.05%	401

Other funds holding OZK

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Koch Industries's OZK Position: Q4 2017 in Review

Koch Industries sold out of Bank OZK (OZK) in Q4 2017, closing a stake of 4,542 shares — an estimated $219K sold.

Koch Industries first reported a position in OZK in Q3 2017 and held it in 1 quarter. The position peaked at $219K in Q3 2017. 372 funds tracked by Wall St. Rank hold OZK as of Q4 2017.

Koch Industries reported no remaining Bank OZK position as of Q4 2017 after selling out during the quarter.
Koch Industries sold 4,542 Bank OZK shares in Q4 2017, an estimated $219K.
Koch Industries first reported a position in Bank OZK in Q3 2017 and held it in 1 quarter.
Koch Industries's Bank OZK position peaked at $219K in Q3 2017.
372 funds tracked by Wall St. Rank held Bank OZK as of Q4 2017.

Based on Koch Industries's 13F filing for Q4 2017, filed 13 Feb 2018.