Magnus Financial Group’s Bank OZK OZK Stock Holding History

Magnus Financial 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
2020 Q3	–	Sell	-9,987	Closed	-$234K	–	538
2020 Q2	$234K	Buy	+9,987	New	+$214K	0.03%	491

Other funds holding OZK

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

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

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

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

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

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

EIP

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

VBA

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

Magnus Financial Group's OZK Position: Q3 2020 in Review

Magnus Financial Group sold out of Bank OZK (OZK) in Q3 2020, closing a stake of 9,987 shares — an estimated $234K sold.

Magnus Financial Group first reported a position in OZK in Q2 2020 and held it in 1 quarter. The position peaked at $234K in Q2 2020. 286 funds tracked by Wall St. Rank hold OZK as of Q3 2020.

Magnus Financial Group reported no remaining Bank OZK position as of Q3 2020 after selling out during the quarter.
Magnus Financial Group sold 9,987 Bank OZK shares in Q3 2020, an estimated $234K.
Magnus Financial Group first reported a position in Bank OZK in Q2 2020 and held it in 1 quarter.
Magnus Financial Group's Bank OZK position peaked at $234K in Q2 2020.
286 funds tracked by Wall St. Rank held Bank OZK as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.