M&R Capital Management’s Bank OZK OZK Stock Holding History

M&R Capital Management’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
2023 Q1	–	Sell	-43	Closed	-$1.72K	–	635
2022 Q4	$1.72K	Buy	+43	New	+$1.85K	﹤0.01%	503

Other funds holding OZK

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

M&R Capital Management's OZK Position: Q1 2023 in Review

M&R Capital Management sold out of Bank OZK (OZK) in Q1 2023, closing a stake of 43 shares — an estimated $1.72K sold.

M&R Capital Management first reported a position in OZK in Q4 2022 and held it in 1 quarter. The position peaked at $1.72K in Q4 2022. 389 funds tracked by Wall St. Rank hold OZK as of Q1 2023.

M&R Capital Management reported no remaining Bank OZK position as of Q1 2023 after selling out during the quarter.
M&R Capital Management sold 43 Bank OZK shares in Q1 2023, an estimated $1.72K.
M&R Capital Management first reported a position in Bank OZK in Q4 2022 and held it in 1 quarter.
M&R Capital Management's Bank OZK position peaked at $1.72K in Q4 2022.
389 funds tracked by Wall St. Rank held Bank OZK as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.