Kore Private Wealth’s Bank OZK OZK Stock Holding History

Kore Private Wealth’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
2019 Q1	–	Sell	-1,830	Closed	-$42K	–	965
2018 Q4	$42K	Buy	+1,830	New	+$50.8K	0.01%	399

Other funds holding OZK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Kore Private Wealth's OZK Position: Q1 2019 in Review

Kore Private Wealth sold out of Bank OZK (OZK) in Q1 2019, closing a stake of 1,830 shares — an estimated $42K sold.

Kore Private Wealth first reported a position in OZK in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 331 funds tracked by Wall St. Rank hold OZK as of Q1 2019.

Kore Private Wealth reported no remaining Bank OZK position as of Q1 2019 after selling out during the quarter.
Kore Private Wealth sold 1,830 Bank OZK shares in Q1 2019, an estimated $42K.
Kore Private Wealth first reported a position in Bank OZK in Q4 2018 and held it in 1 quarter.
Kore Private Wealth's Bank OZK position peaked at $42K in Q4 2018.
331 funds tracked by Wall St. Rank held Bank OZK as of Q1 2019.

Based on Kore Private Wealth's 13F filing for Q1 2019, filed 16 May 2019.