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Macroview Investment Management’s Bank OZK OZK Stock Holding History

Macroview Investment 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
-258
Closed -$10.3K – 496
2022
Q4 		$10.3K Buy
258
+9
+4% +$386 0.02% 245
2022
Q3 		$10K Buy
+249
New +$10K 0.02% 213

Other funds holding OZK

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Macroview Investment Management's OZK Position: Q1 2023 in Review

Macroview Investment Management sold out of Bank OZK (OZK) in Q1 2023, closing a stake of 258 shares — an estimated $10.3K sold.

Macroview Investment Management first reported a position in OZK in Q3 2022 and held it in 2 quarters. The position peaked at $10.3K in Q4 2022. 389 funds tracked by Wall St. Rank hold OZK as of Q1 2023.

  • Macroview Investment Management reported no remaining Bank OZK position as of Q1 2023 after selling out during the quarter.
  • Macroview Investment Management sold 258 Bank OZK shares in Q1 2023, an estimated $10.3K.
  • Macroview Investment Management first reported a position in Bank OZK in Q3 2022 and held it in 2 quarters.
  • Macroview Investment Management's Bank OZK position peaked at $10.3K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Bank OZK as of Q1 2023.

Based on Macroview Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.