Mitsubishi UFJ Asset Management
OZK icon

Mitsubishi UFJ Asset Management’s Bank OZK OZK Stock Holding History

Mitsubishi UFJ Asset 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
Q2 		– Sell
-10,211
Closed -$349K – 1140
2023
Q1 		$349K Sell
10,211
-136
-1% -$5.71K ﹤0.01% 967
2022
Q4 		$407K Buy
+10,347
New +$444K ﹤0.01% 952

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Principal Financial Group
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CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Mitsubishi UFJ Asset Management's OZK Position: Q2 2023 in Review

Mitsubishi UFJ Asset Management sold out of Bank OZK (OZK) in Q2 2023, closing a stake of 10,211 shares — an estimated $349K sold.

Mitsubishi UFJ Asset Management first reported a position in OZK in Q4 2022 and held it in 2 quarters. The position peaked at $407K in Q4 2022. 361 funds tracked by Wall St. Rank hold OZK as of Q2 2023.

  • Mitsubishi UFJ Asset Management reported no remaining Bank OZK position as of Q2 2023 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 10,211 Bank OZK shares in Q2 2023, an estimated $349K.
  • Mitsubishi UFJ Asset Management first reported a position in Bank OZK in Q4 2022 and held it in 2 quarters.
  • Mitsubishi UFJ Asset Management's Bank OZK position peaked at $407K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held Bank OZK as of Q2 2023.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.