Kowal Investment Group’s Bank OZK OZK Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-196	Closed	-$8K	–	682
2021 Q3	$8K	Buy	+196	New	+$8.17K	﹤0.01%	553

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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

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

JFL

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Kowal Investment Group's OZK Position: Q4 2021 in Review

Kowal Investment Group sold out of Bank OZK (OZK) in Q4 2021, closing a stake of 196 shares — an estimated $8K sold.

Kowal Investment Group first reported a position in OZK in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 357 funds tracked by Wall St. Rank hold OZK as of Q4 2021.

Kowal Investment Group reported no remaining Bank OZK position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 196 Bank OZK shares in Q4 2021, an estimated $8K.
Kowal Investment Group first reported a position in Bank OZK in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Bank OZK position peaked at $8K in Q3 2021.
357 funds tracked by Wall St. Rank held Bank OZK as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.